SERVICES
We work with clients, providing exceptional financial consulting services that are catered specifically to their needs. Take a look below at the services offered and get in touch to organise a consultation session to suit you.
INVESTMENTS
We advise on a range of investments to meet your goals, whether it be for capital growth, income or a combination of both.
We take a client centric approach exploring all potential investments that will enable you to achieve your financial goals. These may include, but are not limited to:
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Managed Funds
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Investment Bonds
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Education Savings Bonds
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Master Trusts & Wrap Accounts
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Funeral Bonds
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Deposit Products
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Exchange Traded Funds (ETFs)
INSURANCE
North Financial can advise on all your personal insurance needs in the case of accident, illness, injury or death. Our service explores the market for personal insurance that suits your individual needs and budget, to ensure you are adequately covered.
The insurance that we can provide includes:
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Personal Insurance
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Life Insurance
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Total & Permanent Disability
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Trauma Protection
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Income Protection
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Business cover
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Key person insurance
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Buy/Sell
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Revenue Protection
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Capital Protection
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SUPERANNUATION
Your superannuation is an important investment that you need to get organised for you, and your family. We can assist you with any superannuation questions or strategies you may need, including but not limited to:
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Picking the right fund for you
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Ensuring you are invested in line with your risk tolerance
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Reducing your fees and costs
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Legislation
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Contributions
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Tax minimisation
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Estate planning
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Self Managed Super Funds
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Defined benefit funds
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Pensions
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Investment strategies
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Pre-retirement funds
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Industry funds
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Retail funds
RETIREMENT PLANNING
Planning your retirement in advance is important to ensure you make the most of the services that are available. We can help you achieve peace of mind through financial security so you can enjoy your retirement to the fullest.
We offer a comprehensive approach to retirement planning to ensure you have the retirement that suits you. We understand everyone has a different idea of what retirement is, and at North Financial we want to make sure you achieve your retirement goals. By creating a plan and aligning your goals with it we can help you get your retirement in order.
We help our clients answer 3 fundamental questions:
1. How much money do I need to retire?
2. When can I do it?
3. What can I do today to help me get there
CENTRELINK ASSISTANCE
At North Financial we offer services to ensure you are maximising your Centrelink payments, as well as assisting you with applying for Centrelink payments.
In addition to applying for Centrelink payments, North Financial offers all ongoing clients ongoing Centrelink services in which we can act as an authority on your behalf, updating Centrelink and solving any Centrelink related issues that arise to take the pain out of social security.
MORTGAGE BROKING
If you have any doubts about securing the best deal for your loan, allow us to assist you. Leverage our extensive network to discover the best option for you.
We collaborate with a variety of lenders to provide the following loan types:
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Investment property and home loans
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Business loans
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Margin loans
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Car loans
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Easy refinancing without changing your everyday banking
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Debt consolidation
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First home buyers
