Financial Planning and Investment Advising

Meet our adviser Mick Steffan from Indian Ocean Financial Services!

Mick Steffan CFP

Call 9950 0349 for a free intitial appointment.

Our Financial Planning Arm

We, at Adam Hunter Pty Ltd believe that financial planning is a natural extension of  our accountancy services and should be an integral part of our client service, as it allows our clients to make informed decisions about their lifestyle, taxation planning and investing.

We further believe that any of the services our professionals offer should be independent and be in the best interest of the client. To achieve this we established our financial planning arm Indian Ocean Financial Services so we can guarentee to our clients:

  • Independent, high quality advice from our very experienced financial planning professional.
  • Affordable, commission free financial advice charged at an hourly rate.
  • One of the largest ranges of financial products  in Australia to meet our clients individual needs.
  • Time and cost savings by avoiding dublication of paperwork as our financial planner has full access to your accountants knowledge, files, tax information and software.
  • Financial product cost savings as we do not charge commission and focus on our direct investment approach.

Financial Planning

In a nutshell, financial planning allows clients to make informed decisions about their current and future lifestyle by optimising their choices and work towards a short, medium and long term goal (retirement funding for example). Our financial planner can help you to formulate those goals which often have a financial aspect and a lifestyle aspect.  

Once your financial objectives are formulated our adviser will analyse your current financial situation and give written recommendations to improve and maximise your wealth creation and preservation efforts.

Qualifications

Our financial adviser is a Certified Financial Planner Professional and is specialisted to give advice in the following areas:

  1. Budgeting and cash flow management
  2. Investing (short, medium, and long-term, in a variety of vehicles)
  3. Taxation Planning
  4. Asset allocation
  5. Insurance planning (life, total and permanent disability, income protection and trauma protection)
  6. Superannuation including Self Managed Superannuation Funds
  7. Wealth accumulation and protection
  8. Estate planning

For more information about our financial planning and investment advising services and our Specialist SMSF adviser Mick Steffan CFP™ call 9950 0349 or click our financial planning website Indian Ocean Financial Services or logo below.

logo IFSWA