FLP Investment and Insurance Services Pty Ltd

Welcome to FLP Investment & Insurance Services FLP Insurance and Investment Services Pty Ltd is licensed by Charter Financial Planning Limited(Charter). Charter is a member of the AMP Group, one of Australia’s oldest and most-trusted financial services companies since 1849. Our business was established by Lauren and Patrick in 2008 and based in Bondi Junction. At FLP Insurance and Investment Services Pty Ltd, we provide professional planning advice, quality and choice for our clients. Our client service policy: To help you develop a financial strategy which places you in control To work professionally and without pressure To liaise with your accountant or solicitor as appropriate. To recommend companies and products which have been thoroughly researched and are appropriate to your investment strategy. To provide continuing service and regular reviews. FLP Insurance and Investment Services Pty Ltd specialises in: Guidance on budgeting and goal setting Savings and wealth creation strategies Investment planning Superannuation planning Pre-retirement planning Retirement planning Estate planning considerations Centrelink planning Risk and insurance analysis Business succession planning Salary packaging advice Aged care accommodation Gearing strategies Self Managed Super Fund Our business FLP Investment and Insurance Services Pty Ltd is a leading financial services provider. Our business was established by Lauren Shen and Patrick Zhang in 2008 and based in Bondi Junction. Our advisers were highly reputation among the Chinese community for our professional services over the years. Our job is to help you plan strategies that will allow you to take control of your financial future. We build close relationships with you and your family to secure each generation’s financial wellbeing. But really, our business is all about you. Our promise At FLP Investment and Insurance Services Pty Ltd, we are specialized in wealth creation and pretection for both small business and personal clients, our aim is to help you achieve financial success and peace of mind by providing you with small business advice and a personalised financial strategy. We strive to provide you with a plan that will create and protect your wealth over the long term, while dealing with your day to day financial needs and challenges. We are committed to client service excellence and ongoing adviser education. All of our advisers are qualified, financial experts with the necessary experience to ensure the best financial outcome for you. Our quality financial advice puts you in control. How we can help you Whether it's to address a specific financial concern or to achieve your ambitions, we can help in areas such as: Guidance on budgeting and goal setting Savings and wealth creation strategies Investment planning Pre-retirement planning Retirement planning Superannuation planning Estate planning considerations Centrelink planning Risk and insurance analysis Business succession planning Salary packaging advice Gearing strategies

Address: Suite 2101B, Level 21, Tower 1, 520 Oxford Street Bondi Junction NSW 2022, Australia

Phone: +61 2 9389 2668
FAX: +61 2 9389 1163