What we do
FIA provides wide ranging financial planning advice broadly encompassing Estate Planning, Risk Management, Investment and Superannuation to a range of clients across most states of Australia. All advice provided by it’s Advisers is based upon prior analysis of the specific needs of the client, their objectives and personal circumstances. The advice is provided in accordance with the FPA guidelines and complies with ASIC regulations.
The advice is conveyed in the form of a statement of advice, which we often call an Estate and Financial Planning Report. This advice report aims to provide one or more appropriate financial planning strategies to best match the needs and objectives of the client. We also provide services to corporate, professional and business clients with regard to the most efficient trading and investment structures for better tax planning and asset protection purposes as well as Group Superannuation and Group Risk product services.
> Articles
> All Articles"I can go away feeling confident that my interests are in good hands." Robert Hawthorne, Adviser Ray Barnes
"Easy to understand and provides enough information to know and have confidence in making a further appointment." David Johnston, Adviser Andrew Rafty
"Presenters put everyone at ease with a sharp and succinct presentation." Desmond O'Shanassy, Adviser Neville Williamson
"I am comfortable with the approach of the organisation." Jim Dennis, Adviser Andrew Rafty