Link Financial Services is able to provide advice on, and deal in, the following:

• Fixed Interest and Managed Investments
• Personal, Corporate, and DIY Superannuation
• Retirement Income planning
• Wealth Creation
• Assistance with budgeting and cash flow management
• Debentures, Stocks or Bonds issued or Proposed to be issued by Government
• Social Security Entitlements
• Wealth Protection Products and strategies
• Estate Planning
• Risk Insurance advice pertaining to life products
• Interests in Managed Investment Schemes
• Direct Shares
• Restructuring of existing loans and mortgages
• Corporate structures and establishment of discretionary trusts, unit trusts, companies and superannuation funds
• Property syndicates and floats

Link may also provide

A personal consultation and strategic review, at least twice a year, with your Adviser which will include:

• Review of your needs, goals and objectives
• Strategic reviews, updates and advice
• Technical and legislative development review
• Centrelink benefit planning and calculations (if applicable)
• Investment performance review
• Comprehensive investment research
• Benefit projections (if applicable)

Comprehensive management tools, including:

• Portfolio valuations
• Income and Growth reports
• Cash flow
• Lump sum tax calculations
• Implementation of recommendations resulting from reviews
• Newsletters via e-mail and normal mail discussing strategies and investments
• Priority access to participate in limited investment opportunities including property syndicates and floats on ASX
• Invitations to various seminars and corporate networking days
• Access to experts in capital raising for SME’s (including seed capital raisings)