FINANCIAL PLANNING

Financial Planning

InsServ & Associates Specialise in :

• Diversified and Tax Effective Investment Planning
• Retirement Planning & Transitional to Retirement
• Contribution Strategies - Salary Sacrifice and Government co-contribution
• Personal Superannuation and Rollover Investment Services
• Corporate Superannuation
• Estate Planning
• Master Trust Services
• Savings and Wealth Creation Strategies
• Access to Cash, Fixed Interest, Property, Share Investments and Direct Shares
• Financial Planning following Redundancy
• Margin Lending
• Personal Risk and Insurance Analysis
• Life, Income Protection and Trauma Insurance
• Mortgage Protection
• Business Succession Planning
• Centrelink benefits and advice

Background :

InsServ & Associates has been involved in the Financial Services Industry since 1986.

In that time, Mark Greenaway has gained experience and education in the Financial Planning, Superannuation and Life Insurance fields as well as keeping abreast of all industry changes.

Mark Greenaway is registered with the Australian Securities & Investment Commission (ASIC) and is an Authorised Representative of Mezzanine Financial. 

Mark Greenaway has achieved Certified Financial Planning status and is a member of the Financial Planning Association (FPA). 

InsServ & Associates has built its Financial Planning Practice on the basis of integrity, trust and service.

InsServ & Associates is committed to providing its clients with a high standard of personal service and advice as we have done over the past 24 years, with a promise that we will provide you with a professional approach to all your financial planning needs.