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Financial Planning

Financial planning involves developing comprehensive, effective strategies to strengthen your financial security and ensure your financial goals can be met. These strategies provide a separate source of income to your business or employment income.

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

  • Initial financial advice
  • Implementation of a financial plan
  • Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australian and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Edwards O’Connor to guide you towards achieving your financial goals.

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Tools & Resources

We offer a range of free, easy to use online resources including:


Calculators


Key Dates


Tax facts

Useful Links

Appointments

Want to come in and meet with us? No problem. Simple fill out the online appointment form and we'll be happy to discuss your details with you.

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