Our Services

personal-advice2

Personal Strategic Financial Advice

  • Cash flow management  and modelling
  • Debt management
  • Retirement planning
  • Redundancy Advice
  • Superannuation and self managed superannuation advice
  • Wealth Protection (see below)
  • Centrelink and DVA advice
  • Pension advice
  • Aged Care advice
  • Estate Planning
wealth-management

Wealth Management

  • Providing investment recommendations (managed funds + direct shares)
  • Ongoing management of investment portfolios
  • Investment portfolio consulting and administration
  • Investment strategies and implementation
wealth-protection

Personal Wealth Protection

  • Income protection insurance
  • Trauma insurance
  • Life insurance
  • Total & Permanent Disablement insurance
business-protection

Business Protection

  • Buy/Sell Agreements
  • Business Succession Planning
  • Key Person Insurance

When we prepare a personal financial plan, we understand that every client is unique and we will tailor this to your personal circumstances taking into account all of the issues which are important to you.  For the majority of clients we also provide ongoing advice as there will inevitably be changes in personal circumstances, government policy, and the economic environment and investment markets that affect your long term financial strategy.

This would usually occur through regular reviews, meetings, telephone calls or emails to you.  However we would work with you to determine what is the most suitable ongoing arrangement for you. We look forward to working with you.

The objective of these services is to enable clients to build, protect, and maintain their wealth over the long term. This is achieved by providing personal financial advice, solutions, and services that are tailored to your unique set of circumstances and objectives.

Choosing a financial planner can often be the most difficult step. In making your choice there are a number of issues that you need to consider and Charles has prepared a free eBook on this subject.

Download eBook




“The act of taking the first step is what separates the winners from the losers”  Brian Tracey 

Main Street Financial Solutions is a Corporate Authorised Representative of Fitzpatricks Private Wealth Pty Ltd ABN 33 093 667 595 AFSL 247 429. The information on this website is provided as general and factual information and should not be regarded as personal advice. To provide personal advice we need to take into consideration your own personal financial position and goals and provide appropriate advice accordingly. If you would like specific personal advice for your circumstances, please contact us or any other financial planner, financial adviser or any other financial professional.

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www.mainstreetfs.com.au
Email: admin@mainstreetfs.com.au
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