Financial services
WHAT IS A FINANCIAL PLANNER?
A qualified professional who looks at the ‘big picture' of your total financial situation and provides you with recommendations and guidance on how best to achieve the financial future you visualise.
WHY DO I NEED A FINANCIAL PLANNER?
Don't you want to worry less about finances and enjoy life more?
When you visualise your ultimate financial future, what do you see? More opportunities to travel? Working part-time only? Early retirement? Perhaps volunteering for a cause you care deeply about? The picture you visualise is only the cover of your personal jigsaw box and your finances, in its many forms, the puzzle pieces.
Given a realistic time-frame, Johnston Grocke will help you put both together successfully.
WHEN DO I NEED A FINANCIAL PLANNER?
Every phase of your life. No-one is ever too young or too old to need sound and easy-to-understand financial guidance.
In our experience, certain life-changing events and milestones prompt us to reconsider our overall financial position.
Events such as when you're:
- New to the Workforce
- Newly Married
- Newly Single
- Starting a Family
- Saving for Education
- Growing your Nest Egg
- Receiving an Inheritance
- Becoming a Grandparent
- Made Redundant
- Nearing Retirement
- Retired
FINANCIAL SERVICES WE OFFER
CLIENT PORTFOLIO ACCESS
Asgard
View your Asgard account information. This is available for enquiry access to Asgard's administration platform data to account holders. Please contact us if you wish to have enquiry access to your data.
Xplan
View our Xplan Portfolio Administration System. This facility is available for a monthly fee. Please contact us if you wish to have enquiry access to your data.
PRIVACY POLICY
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Securitor is the holder of an Australian Financial Services Licence (240687) issued by the Australian Securities and Investments Commission (ASIC). Securitor is a principal member of the Financial Planning Association (FPA) and is a foundation sponsor of the FPA Quality Advice campaign.
To plan a course of action which will ultimately lead to a better life style in my retirement
To work on my business strategy, manage my business for greater profitability and help with my ongoing taxation compliance obligations
When I need help to negotiate the maze of options available to me and to make sure I am fully informed before making any decisions.