We Offer Advanced Financial Strategies for Business Owners, Entrepreneurs and Professionals to grow their wealth. Our focus is results, based on your financial goals and highest values, a top range plan including security and protection, with some fun along the way.
Taking care of the details is our strategy and using a combination of education, strategic planning and applying our holistic approach to wealth creation is what we do.
Problems we solve - Services we Offer
Personal Insurances Review and Restructuring
Transfer of commercial property into your newly created Self Managed Super Fund
Borrowing within your Self Managed Super Fund
SMSF Insurance Consideration and Implementation
Consolidating super funds and insurances
Planning the years ahead with a Whole Wealth Strategy session
Review business insurances
Buy/sell and Key-person cover for us as business partners
Mapping out an accelerated savings plan
Diversified investment portfolio
Insurance restructure for more cashflow without losing any of those most important benefits
Tax deductible income protection
Clarity and structure with a clear plan and giving you peace of mind.
Would like to be a little more proactive in how we think about our needs
Arthur is fantastic and makes your feel like family, not just another client.
Absolutely committed to helping me achieve my goals
Arthur is a very warm, welcoming gentleman who takes time and interest in each person. Excellent understanding of needs and ability to translate to easily understood advice.
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- Adviser status Silver
- Number of reviews 10
- First year providing advice 2011
- Years of experience 12
- Graduate Diploma of Financial Planning
Fmg Wealth StrategistsLevel 2, 148 Greenhill Rd
Parkside, SA 5063
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Amp Financial Planning Pty Ltd