Suite 105, Level 1, 198 Harbour Esp, Docklands VIC 3031
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Financial Planning

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

b. Self Managed Super Funds (SMSF)

Direct Equity Investment
Limited Resource Borrowing

c. Wealth Protection

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