Southern Cross Financial Advisers is licensed to provide advice across investments, superannuation and personal insurances.
We have the capabilities and experience to offer tailored product recommendations, whether simple or complex, including:
- Tax Planning, in consultation with your tax adviser
- Estate Planning
- Business Succession Planning, including life-risk insurance
- Pre and Post Retirement Planning
- Retirement Income
- Social Security Advice
- Investments
- Self Managed Superannuation Funds
- Wealth Accumulation
- Wealth Creation
- Gearing
- Standard Margin Lending
- Superannuation and Rollover Advice
- Asset Allocation and Management Advice
- Ongoing Advice and Review Services
Personal Insurances
Life
Total and Permanent Disability
Income Protection
Trauma
Business Expense
Specialist, such as medical practitioners
Superannuation
Superannuation Platforms
Managed Funds
Direct Shares and Exchange Traded Funds (ETF’s)
Self Managed Superannuation Funds (SMSF’s)
Personal Insurances
Investments
Investment Platforms
Direct Shares
Managed Funds
Exchange Traded Funds (ETF’s)
Margin Lending
High Net Worth
Larger portfolios require more specialist attention. If you have a substantial personal or superannuation portfolio, our strategic investment team can assist you with the advice you need.
Please share if you find this information useful.