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Financial planning is a process that helps you to create, grow and protect your assets throughout lifestyle and economic cycles.
Over the years you’ll move through various life stages, which may include your first job, marriage, children, redundancy, receiving an inheritance and health issues. Along the way you’ll want some of life’s finer things, such as a new car, a boat or overseas holidays. You’ll also want to have protection in place for your possessions, your lifestyle and yourself as you head towards a comfortable retirement.
And everything you do will be affected by economic cycles, which in turn are influenced by share and property market movements, interest rate fluctuations, and government and regulatory changes.
Financial planning is about much more than building assets. It’s about navigating your way through life and regulatory changes, setting and realising your personal goals and budgeting to ensure funds are available for the future.
PC financial planners are highly qualified specialists who have the qualifications and financial expertise required to assist you to develop and protect your assets and lifestyle. |  |
We can help you with: Wealth creation and management
Superannuation and retirement planning Personal risk protection Estate planning Taxation planning
Other important information includes: The first appointment How you pay for our services - transitioning to a 'fee for service' model Reviews and service packages PC Planning eNewsletter
Call PC Planning on 13 63 73, press 5 or email pcplanning@policecredit.com.au
Our financial planners are representatives of Police Financial Services Limited ABN 33 087 651 661 AFSL 240293 (Police Credit). PC Planning is a registered business name of Police Credit. This advice has been prepared without taking account of your objectives, financial situation or needs. Because of this, before acting on the advice you should consider whether the advice is appropriate for you. Before you make any decision to acquire any financial planning or life insurance product or service, you should obtain and consider the relevant Product Disclosure Statement, available on application or request from PC Planning at 121 Cardigan St Carlton or by calling 13 63 73. PC Planning provides life insurance products as an agent for AIA Australia Limited ABN 79 004 837 861 AFSL 230043 (AIA Australia), Norwich Union Life Australia Limited ABN 34 006 783 295 AFSL 241686 (AVIVA) and Asteron Life Limited ABN 64 001 698 228 AFS Licence No. 237903 (Asteron). In arranging this insurance, PC Planning acts as an agent for AIA Australia, AVIVA and Asteron not as your agent. Police Credit and our financial planners are members of the Financial Planning Association of Australia.
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