"A goal without a plan is just a wish" Antoine de Saint-Exupery
Financial planning is about creating, managing and enhancing wealth during your lifetime and a process of meeting your life goals through the proper management of your finances.
Financial planning is extremely complex, especially when superannuation and tax issues arise, as legislation in this area is constantly changing - as qualified financial planners we are legally required to keep up to date with these changes.
CE Smith Wealth Solutions Pty Ltd can help you to identify your goals and then work with you to develop a strategy to achieve your goals.
CE Smith Wealth Solutions Pty Ltd can help you to create and accumulate wealth by:
- developing a financial strategy
- constructing a portfolio
- planning your investments
- planning your retirement
- establishing your SMSF (Self-Managed Super Fund)
- planning your super and income streams
- arranging risk and personal insurance
From 1 July 2016, new legislation referred to as the Future of Financial Advice reforms (FOFA), will affect some areas of advice Accountants and Tax Agents can deliver to their clients. We are pleased to be in a position to deliver a comprehensive service to our clients through our financial services business, CE Smith Wealth Solutions Pty Ltd.
Suzanne Grima can provide financial advice as an Authorised Representative of Politis Investment Strategies Pty Ltd.
CE Smith Wealth Solutions Pty Ltd (ABN 47 612 185 896) is a corporate Authorised Representative of Politis Investment Strategies Pty Ltd (ABN 71 106 823 241, AFSL No 253125).
We invite you to Politis Investment Strategies' home page
This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained here. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product. Suzanne Grima of CE Smith Wealth Solutions Pty Ltd, Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.