TASS Financial Planning can assist you to protect, understand and grow your finances by having a financial plan in place.

Self-Managed Super Fund (SMSF)

• Determine if a SMSF is appropriate for your circumstances
• Assist with the establishment of an investment strategy with regular review
• Implement the investment strategy and management of the investments
• Assistance with commencements of pensions

 
Insurance

• Advice with regards to personal insurance for income protection, life and disability cover

Investment Management

• Provision of Managed Discretionary Investment Account in accordance with a financial plan. Politis Investment Strategies is a holder of an Australian Financial Services License which authorises the operation and provision of Managed Discretionary Account services.

​Retirement planning
 

• Developing and implementing a financial plan to achieve your retirement goals

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​TASS Financial Planning is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, an Australian Financial Service Licence holder, No. 253125
The Financial Planners of TASS Financial Planning Pty Ltd provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd
 
www.politis.com.au
 
Important Information
This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product. TASS Financial Planning Pty Ltd, Authorised Representative of Politis Investment Strategies Pty Ltd ABN 71 106 823 241, AFSL 253125