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Financial Planning
At Terry Millis & Assoc we are able to offer our clients a range of services and products in all areas of financial planning.
Through our relationship with Count Wealth Accountants we have access to a wide array of resources, to help you take control of your financial future.
Contact Ross Moll on (03) 9499 2209 or via email to organise a free introductory appointment.
We are able to offer services in the areas of:
Investment Advice
Insurance
Superannuation
Home, Business, and Investment Loans
Motor Vehicle and Equipment Leasing
Tax effective Investments
Investment Advice:
We can assist you in investing in a wide range of managed funds either through a lump sum investment, or establishing a savings plan, where regular contributions are made to help you reach your investment goals.
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Insurance:
We will work together with you to ensure your most valuable assets, yourself and your family, are protected. We provide insurance in the areas of Income Protection, Life, Trauma and Total Permanent Disability. We will assist you in calculating exactly how much insurance you require, and work with you step by step to ensure that you have adequate protection.
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Superannuation:
We will review your current superannuation to ensure it matches your risk profile. Many people do not know where their super is invested, and this review will allow us to ensure that your super is invested and if necessary provide more suitable alternatives.
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Loans:
We are able to offer competitive loans through our panel of 5 lenders. Whether you are looking to buy a new home, an investment property, or perhaps looking to use the equity in your current home to invest, we can help you. We are also able to assist businesses with any lending they require, as well as with their day-to-day banking needs.
By using our service you are able to save on some of the costs normally associated with establishing loans. We are also able to provide a better service through our direct relationships with the lenders.
Our lenders are: Macquarie Bank, ING Bank, BankWest, Adelaide Bank, & Homeside.
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Leasing:
Within a matter of minutes we can provide you or your business with a number of competitive quotes for the finance of your next car, truck or piece of equipment. Just as important, we will ensure the type of finance will provide you with the most benefit in regard to GST and taxation. Our knowledge in taxation allows us to provide expertise to you which financiers cannot offer.
We can also arrange pre-approvals and credit limits for businesses, so you know what you can spend before purchasing. So, before you go out and make that new purchase contact us first with the details and we will do the rest.
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Tax Effective Investments:
We have several gearing type products, which can save you tax, whilst helping you build your portfolios. We will look at your financial and tax situation, your risk profile and determine which product is right for you. Whether you have excess funds to start investing with, or wish to add to your existing portfolio, we have products for all circumstances. For further information regarding these products contact our office.
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Terry Millis & Assoc., 89 Upper Heidelberg Road, Ivanhoe VIC 3079
Ph. (03) 9499 2209
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