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As authorised representatives of Politis Investment Strategies Pty Ltd  thorugh our siste company Little Bird Group Pty Ltd we are fully qualified to provide financial advice that is independent and appropriate to our clients needs.

We can help you secure your future regardless of your age and financial situation.

The areas we can assist either directly or through our referral partners are:

a. Retirement Planning

  • Contributions to Superannuation
  • Non Superannuation Assest Accumulation
  • Transition to Retirement Strategies
  • Retirement Income Streams
  • Centrelink Strategies
  • Sale of Business and Business Strategies

 

b. Self Managed Super Funds (SMSF)

  • Direct Equity Investment
  • Limited Resource Borrowing

 

c. Wealth Protection

  • Income Protection
  • Life Insurance
  • Total and Permanent Disability
  • Trauma Insurance
  • Child Trauma Insurance
  • Business Expense Insurance
  • Buy Sell Agreement Funding Insurance

 

d. Estate Planning

  • Wills
  • Superannuation Death Benefits
  • Powers of Attorney and Guardianship
  • Testamentary Trust
  • Buy/Sell Agreements

 

Disclaimer: Little Bird Group Pty Ltd (ABN 78 607 946 949) is an authorised representative of Politis Investment Strategies Pty Ltd (ABN 71 106 823 241 AFSL No 253125). The financial planners of Little Bird Group Pty Ltd provide financial advice as authorised representatives of Politis Investment Strategies Pty Ltd.  Little Bird Group Pty Ltd does not provide any other services other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd. All accounting services are offered through Hart Partners Pty Ltd and all financial planning services are offered through Little Bird Group Financial Services Pty Ltd.

Find out more at Politis Investment Strategies

 

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