Clear Advice Financial Planning. Superannuation is a mystery to many of us. It is complex in nature and with its many legislative and policy changes it can often become too stressful to take a closer look at. We are here to help you take advantage of superannuation using such strategies as selecting the most appropriate fund for you, salary sacrifice (adding to your super using your salary before tax is deducted) and pre-retirement planning Superannuation may be complicated, but once educated you will become fully aware of how critical it is to use it to your advantage.

There is a multitude of investment options and funds available to all investors and being spoilt for choice can often become a barrier to making a decision.

We offer a range of investment planning options including (and not limited to) direct shares, managed funds, superannation investments, mortgage and fixed interest trusts and cash investments.

The Lonsdale Financial Group provide us with an extensive approved product list which includes one of the leading internet based transaction and portfolio administration services for both superannuation and non-superannuation investments. This service includes low cost insurance options.

In addition we have access to the best available research and analysis on a wide range of securities, shares, derivatives and other investment products listed on the Australian Stock Exchange through Lonsdale Financial Group’s sister company Lonsec.