Financial planning

Superannuation, remember – it's your money, it's just being held for you until you retire.

The main idea behind superannuation is to help you build a nest egg which you then use to create an income in retirement.
Ideal Financial Group helps you define then transform your goals into a secure reality that allows you to realise your ambitions.

We welcome you to come in and discuss your financial future with no obligation.

All Round Financial Services Pty Ltd (trading as All Round Financial Planning) is a Corporate Authorised Representative (No. 328973) of Capstone Financial Planning Pty Ltd ABN 24 093 733969 Australian Financial Services Licence / Australian Credit Licence No. 223135.

Ideal Financial Group is located in Port Macquarie and specialise in providing financial planning advice in wealth creation, shares, managed funds, investment strategies, superannuation (including self managed superannuation funds), retirement planning, aged care, debt management, personal insurance, gearing, social security and estate planning.

Capstone provides us with the latest updates in the financial planning industry, cutting edge research, training and compliance support.

Our team is qualified to help you and will offer a high level of client service. All our team members undergo internal and external professional training on a regular basis.

About Our Financial Services

Our approach is to understand and assist each client with achieving their investment objectives and goals. Experience shows that every client has individual situations, experiences, goals and comfort levels with risk and return factors.

We assist you to plan for your future, make smart investment decisions, build on your existing investments, generate income and protect your assets. We offer the following services to make that happen:


  • Financial Planning


  • Retirement Planning


  • Superannuation advice


  • Managing Share Portfolio’s and Managed Fund investments


  • Set up and advice on Self Managed Superannuation Funds


  • Insurance and Risk Protection


  • Budgeting, mortgage and debt reduction


  • Education savings plan for your children


  • Taxation and accounting


  • Centrelink issues


  • Estate planning requirements


  • Debt recycling


  • Investment property


  • Aged care

Licensee

All Round Financial Services Pty Ltd (t/as All Round Financial Planning) is a Corporate Authorised Representative (No. 328973) of Capstone Financial Planning Pty Ltd. ABN 24 093 733 969. Australian Financial Services Licence / Australian Credit Licence No. 223135.

Capstone Financial Planning Pty Ltd

Level 14, 461 Bourke Street, Melbourne VIC 3000

Ph: 1300 306 900 | Email: info@capstonefp.com.au | www.capstonefp.com.au