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Financial Foundations Australia Pty Ltd (FFA)

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Financial Foundations Australia Pty Ltd (FFA)

Profile:

Our financial planners possess a full range of expertise including advice in the following areas:

• Retirement planning
• Superannuation and rollover
• SMSF (DIY Super)
• Wealth accumulation Strategies & Financial Coaching
• Gearing Strategies
• Taxation Planning
• Risk Management (Life, Total & Permanent Disablement, Income Protection and Trauma Insurances);
• Business Succession Planning (Including Key Person and Buy/Sell Insurance Arrangements)
• Salary packaging
• Retrenchment and Redundancy
• Centrelink Strategies
• Mortgages & Finance
• Small Business Opportunities

FFA also offer access to expert advice on;

• Business Planning
• Tax & Accountancy Services
• Estate planning & Legal Services

Overview:

Established in 1983, Financial Foundations Australia Pty Ltd (FFA) is one of the largest boutique financial planning practices in Australia. We are 100% Australian owned and operated. We are not owned by any bank, fund manager or other financial institution.

We hold our own Australian Financial Services License no 237439 which authorizes us to advise on an extensive range of financial strategies, services and product solutions.

You will find not just financial planning, but taxation, legal and finance services all under one roof. Our One-Stop-Shop approach means that we will carefully integrate these services to enhance your position.

Our advisors are experienced and highly qualified, often sought after by banks, life offices and accounting groups to coach on financial planning strategies and taxation matters.

For more than twenty years we have been assisting individuals, small and medium-sized businesses with a wide range of financial needs. One key area of our expertise lies in assisting members of the Victorian Public Sector.

We offer a choice of service levels suitable to your needs from our extensive Platinum service to one-off specific advice. No client is too small or too big.

Toll Free: +61 1800 818 197

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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