Financial Advice

Financial Planning

The need for quality financial advice has never been greater. Financial planning involves formulating a strategy tailored specifically to your financial needs and resources taking into account your age, lifestyle, investment experience, risk profile and investment time horizon. Our aim is to assist you to secure and build your financial future and that’s why we have developed relationships with financial planning specialists who can personally sit down and asses your individual situation.

Licence Conditions

Colleen Hennequin is authorised to carry on a financial services business to:
provide financial product advice for the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
a person s existing holding in a superannuation product but only to the extent required for:
making a recommendation that the person establish a self-managed superannuation fund; and
providing advice to the person on contributions or pensions under a superannuation product;
provide class of financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
life products limited to:
life risk insurance products;
simple managed investment schemes;
securities; and
superannuation; and
deal in a financial product by:
arranging for another person to issue, apply for, acquire, vary or dispose of a financial product in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund; and
arranging for another person to apply for, acquire, vary or dispose of financial products in respect of the following classes of financial products:
superannuation limited to:
self-managed superannuation fund;
to retail clients.

AFSL: 486117

Vehicle & Equipment Finance

There are a number of different ways to finance the purchase of vehicles and equipment for your business. Leasing, chattel mortgage and commercial hire purchase each have different tax, accounting and GST implications to consider. As your accountants we are committed to saving you money and giving you the most tax effective advice regarding your asset purchases. We utilise a vehicle and equipment finance service that provides highly competitive quotes from a panel of major lenders. Having all your financial information on hand and understanding your tax situation guarantees fast approval and the correct advice.

Home & Investment Loans

In conjunction with our business associates, we can provide the best choice of loans from a network of Australia’s leading institutions.

We can help you with a wide range of loans, including:

• Home & Investment Loans
• Refinancing & Debt Consolidation
• Relocation Loans
• Construction Loans
• Lines of Credit
• Wealth Creation/Mortgage Reduction Facilities
• Lo-Doc Loans
• Business Loans & Overdrafts