Dalle Cort Financial Services Pty Ltd

For 25 years Dalle Cort Financial Services has been providing expert financial advice to people in North Queensland and has grown into one of Australia’s leading practices for MLC Financial Planning and the Global Wealth Management Adviser Services. At Dalle Cort Financial Services our experienced team offer professional, tailored advice to suit your individual needs and circumstances, regardless of your financial situation or life stage. Our Financial Advisers work with you to create personalised financial plans that create, grow and protect your wealth. We treat our relationship with you as a partnership. We involve you in the planning process from the beginning, so together we can build a long-term commitment to achieve your lifestyle of choice. Dalle Cort Financial Services provide a comprehensive range of services to assist our clients in creating, growing and protecting their wealth. Our services include: Financial Planning Financial planning sets out your current situation and establishes future financial goals. Financial plans are designed to help you meet your goals and often include proposed budgets, investments, wealth protection and wealth creation strategies. Dalle Cort Financial Services create plans to suit your priorities, spending habits and attitude to risk. Your financial plan should be reviewed regularly and updated to adapt to your changing circumstances, as well as legislation changes. Our Financial Planning services include: Wealth creation Debt management Estate planning Taxation planning Succession planning Retirement planning Insurance/Protection Insurance is imperative to ensure your family's lifestyle is protected in the event of your death, total and permanent disablement, illness, injury or trauma. At Dalle Cort Financial Services wealth protection is an integral part of your financial plan and we ensure you are provided with personalised advice. Our Insurance/protection services include: Life Disability Trauma Income protection Investment Services At Dalle Cort Financial Services our investment advice is tailored around our clients’ individual interest and needs. We advise on a full range of investments including cash, fixed interest, Australian and international shares / equities and property. Our Investment Services include: Managed funds Managed and self-managed superannuation Direct shares Gearing

Address: Fit For Life Financial Services Centre 62 Charters Towers Road Hermit Park QLD 4812, Australia

Phone: +61 7 4771 3800
FAX: +61 7 4721 2371