Investor Plus

Close-up of a Calculator and Pen on a Financial Newspaper.  Blue-toned.

InvestorPlus

Our life our financial circumstances continuously change and the responsibilities of every day life often cloud our judgement when it comes to our long term financial future. Over time wealth accumulation and wealth protection become a more important factor in our lives, especially when we have a family to care for.

The InvestorPlus package recognises that while there is a minimum requirement to maintain life insurance, wealth accumulation and wealth protection should become a core focus as we grow older.

InvestorPlus services

We not only review your risk insurance policies, we work closely with you to design financial strategies that specifically address and focus on your identified financial objectives.

Wealth Creation

  • Investment Planning
  • Asset Allocation, Shares, Property, Fixed Interests, Cash
  • Personal and Corporate Superannuation
  • Retirement Income Planning
  • Estate Planning and Effective Wealth Transfer
  • Structuring of Investments

Debt Reduction

  • Elimination of Personal Debts
  • Cost-effective Financing

Risk Management

  • Adequate Protection of Family and Business Assets
  • Cost Effective
  • Tax Effective
  • Life Insurance and Income Protection
  • Trauma Insurance

The InvestorPlus service is tailored to meet you individual needs and personal requirements. Afterall at NFP we provide “Advice at the Right Price”.

Contact Us For More Information