Financial Planning/Ethical Investments & Self Managed Superannuation Funds
By first assessing your current situation and the goals you would like to achieve, we set out options available in the market, inform you on how they best suit your needs and provide you with a course of action. Our financial planning services include:
· Financial Situation Assessment
· Cash flow Management
· Wealth Protection
· Wealth Creation
· Retirement Planning Strategies
· Tax Efficiency
· Risk Management
· Estate Planning
Our ethical investment services are aimed at individuals seeking ethical, environmental and socially responsible investments. Our advisors will assist in building your wealth by providing investment options that contribute to a better world. We value a sustainable future and strive for the long term prosperity of our clients, our company, the environment and the global community.
At Zain Financial Group we will make the job of setting up and managing your Super fund easier, all at affordable rates. Our packages have been designed to align your superannuation strategies with your financial goals and also ensure you comply with your legal obligations, tax and regulatory requirements. Our services include:
· Fund set-up services
· Fund accounting and tax services
· Fund registry amendments
· SMSF advisory
Contact Marwan today on (02) 9715 6063 and get your financials on track!
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