Take control of your financial future

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Every individual has a different story and is at a different point in their personal journey.

Whether you are building a business, raising a family or setting up a legacy to leave behind it can be difficult to navigate the best path to lead you to your goals. That’s where sound financial advice can help.

AB Phillips don’t just provide insurance, they also offer a full suite of financial services to help FTMA members reach their financial goals.* As the FTMA’s preferred provider of risk management solutions, you can feel confident about AB Phillips expertise and experience.

 *AB Phillips has a referral arrangement with Financial Affairs Pty Ltd (AFSL 222154) which is part of the AB Phillips group.  Financial Affairs Pty Ltd is 100% owned by AB Phillips.

Financial planning

Financial planning is a broad area and encompasses a range of specialist advice areas. We provide guidance, advice and services to assist with wealth creation, investments, debt management, retirement planning, aged care planning, estate planning and self-managed superannuation (SMSF).

Accounting and taxation

AB Phillips in-house accountants provide business and personal accounting and tax services. With more than 15 years experience working with business owners, our team know the financial challenges that you face in your business and personal life, and have strategies and services that can help to simplify and manage your accounts to get your business in good order.

Personal Insurance

No financial plan is complete without a sound personal insurance program. We source and obtain competitive life, TPD, trauma and income protection insurance policies to ensure that you and your family are financially protected from life’s most unfortunate events.

Special disability trusts

A Special Disability Trust (SDT) is a trust established primarily for the current and future financial needs of a person with a severe disability or medical condition. SDT’s enable parents and families of severely disabled people to take control of their loved ones’ care and accommodation needs for the duration of their lives, providing peace-of-mind that they will always be looked after.

This is a specialised area and one that we take great pride in offering. If you have or know someone with a disabled loved on, a special disability trust could make a big difference to their lives.

 Get in touch

 Give us a call today and take the first step towards taking control of your financial future.

Call Financial Affairs on (03) 9520 2999 of email info@financialaffairs.com.au

*AB Phillips has a referral arrangement with Financial Affairs Pty Ltd (AFSL 222154) which is part of the AB Phillips group.  Financial Affairs Pty Ltd is 100% owned by AB Phillips.

 

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