Welcome
Metaplanners is an advice based, boutique financial planning practice. We specialise in superannuation, investment planning and advice, portfolio administration, life and disability insurance.
Our objective is to provide clients with a highly personalised, fee based, estate and financial planning service for the long term protection, accumulation and management of wealth to help secure their financial future and independence.
We do not provide advice for short term investors (investment time horizons of less than 5 years) and/or speculators.
Our most precious asset is our relationship with clients. We place an extremely high value on this aspect of our work and seek a long term partnership with our clients based on accountability, mutual respect and trust; which, in our view, are the cornerstones of an enduring 'client-adviser' relationship.
Services at a glance
| Personal Financial Plans | Superannuation | Investment | Life Insurance & Estate Planning |
|---|---|---|---|
| Wealth accumulation, retirement income planning, personal insurance. | Self-Managed Super Funds (SMSF's) suitability, establishment and administration. | Model Portfolios for Defensive, Conservative, Growth and High Growth investors. | Life, Income Protection, Critical Illness and TPD Cover for individuals, families and SBO's. |
| Investment only plans for individuals and SMSF's. | Tailored Retirement Income Portfolios & Tax Effective Accumulation Portfolios for conservative and growth oriented investors. | Model Share Portfolios for Geared Growth and High Growth Investors and SMSF's. | Business succession and Keyperson insurance. Group life & Salary Continuance insurance for employers with more than 20 employees. |
| Personal insurance plans for families and Small Business Owners (Keyperson Protection and Business Succession). | 'Tax-Zero' investment and Joint Venture Strategies for High Growth Investors with SMSF balances exceeding $1m. | Model Income Focused Portfolios for Retirees. | Wills, testamentary trusts, powers of attorney, estate planning and asset protection. |
Metaplanners – your income for life
Portfolio Management Service
Upcoming Events
Financial planning for the Under 40s...
Strategies & Ideas to secure your financial future!
6.30-8.00pm
Wednesday, June 16th 2010.
Further information can be obtained by calling Rajini Wood or Bec Goodwin on (08) 8362 4777
Register for a Metaplanners Seminar
Click here
to view details of
Professional Investment Services Pty Ltd,
an Australian Financia Services Licence holder