Premium Business Group

Premium Financial Planning provides caring advice and solutions on a wide range of areas from accumulating wealth to estate planning and everything in between, with experienced administrative support from Meegan, Ashleigh and Karen. We base our advice around a client's goals and personal values. We regard planning for the whole family as an integrated solution to the well being of the family unit. Colin Davis holds the internationally recognised Certified Financial Planner® designation – the highest accreditation in the financial planning industry whilst Tom Whitley works alongside Colin providing investment advice, strategic and technical support. Tom currently holds a Bachelor of Commerce and an Advanced Diploma of Financial Services. Tom is also undertaking his Certified Financial Planning studies. To help Colin and Tom provide integrated advice that suits your circumstances, there are dedicated in house colleagues specialising in lending services, business planning, bookkeeping and cashflow management. Premium Financial Planning uses a process to assess your current situation and plan effectively for your future. The key elements of this process cover: Cashflow management Retirement Debt Investments Taxation Intergenerational Planning Wealth protection Estate Planning Overall Project Management Our specialist financial planner Colin Davis and Tom Whitley can take you through this process and explain in plain language the strategies available to help you secure your future.

Address: Level 14, 39 Murray Street, Hobart TAS 7000 Australia

Phone: +61 3 6165 2666
FAX: