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Wealth creation and managementWhatever your situation – whether you have a lump sum to invest, or the capacity to save a regular amount each month – we can create a financial plan for you.
We will speak with you to identify your financial goals, establish a realistic time frame within which you can achieve them and develop a tailored financial plan. Things like investment risk, accessibility to capital in an emergency and flexibility to make changes along the way will all be taken into account.
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Our financial product range includes access to quality managed funds across all asset classes as well as access to administration platforms and ‘wrap’ accounts.
For those wanting a more transparent way of investing into Australian shares, we also offer a range of Separately Managed Accounts where you can hold individual stocks and shares in your own name rather than in a pooled fund. It’s up to you.
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 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. Police Credit and our financial planners are members of the Financial Planning Association of Australia.
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