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
Advice with regards to personal insurance for income protection, life and disability cover
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.
Developing and implementing a financial plan to achieve your retirement goals
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
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
Suite 6, Colonial Centre, 420 High Street, Maitland, NSW 2320 PO Box 568, Maitland, NSW 2320 T: (02) 4933 4700 E: firstname.lastname@example.org
Liability limited by a scheme approved under Professional Standards Legislation. Accounting and Taxation Services are provided by Tumbers & Associates. Tumbers & Associates and their accountants do not provide financial advice and are not Authorised Representatives of Politis Investment Strategies