Our aim to is to achieve outcomes that align to your goals and objectives using the most appropriate strategies and products to your needs.
A practical approach to financial planning
Assurance Vic provides you with a single source of strategic solutions that span the full range of your needs – from superannuation, tax, retirement, Centrelink and investment advice, we provide a hands on approach to your financial situation. Our business model is built on a solid foundation of experience and knowledge, with a simple premise to provide strategies and products that meet your best interests. Our goal is to empower you to navigate your unique financial situation with confidence.
Superannuation
Taxation
Investment advice
Budgeting/cash flow management
Retirement planning
Social security (Centrelink & DVA)
Personal insurance
Gearing/debt management
SMSF
Redundancy & early retirement
Estate planning
Defined benefit superannuation expert
Utilising strategic knowledge to strengthen your financial position
Working with our clients, we build the capabilities that enable individuals to achieve sustainable advantage.
Want more information?
Send a request and we will be in touch!