Financial Planning
JP Sear & Marsh have an independent, in-house Financial Planning service run by Catalyst Financial Group Pty Ltd (Catalyst).
Catalyst’s mission is the development of strategies to achieve your goals and then through attention, timely implementation and management: ‘Guide You to Financial Freedom’.
Catalyst Financial Group Pty Ltd and Kathy Havers are Authorised Representatives of Lonsdale Financial Group Limited, AFSL No 246934. Kathy Havers is a Certified Financial Planner™ with 21 years of Financial Services experience including the last 12 years as a Financial Planner. Kathy is able to assist individuals, professional people, self employed business owners, retirees and families to achieve their goals and aspirations. Kathy’s strength lies in the long term on-going relationships she forms with her clients.
Catalyst is able to assist you with advice in the following areas:
- Superannuation (Establishment, Rollovers, Investments & pensions)
- Self Managed Superannuation Funds
- Retirement Planning and Advice
- Personal Insurance needs (Life, Disability, Trauma, Income Protection, Key Person & Business Expense)
- Cash Flow Management, Saving and Budgeting
- Lending, Gearing and Financial Structures
- Estate Planning
- Taxation Planning
- Investments (Portfolio Establishment and Review. Including Shares, Managed Funds, Property Investment, Structured Products and Agribusiness Investments)
- Aged Care Assessments
An initial consultation with Kathy is at no charge. Therein, you have the opportunity to discuss your goals and determine the advice and any costs to proceed further.
Moreover, all costs are on a fee-for-service basis, with any commissions fully rebated to clients.
To organise an appointment please telephone Catalyst on 03 9853 3630, or send an email to admin@catalystfg.com.auand they will be pleased to assist you.
For more information, visit Catalyst Financial Group’s website.