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.

Menu