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Financial Services


Investment Management Services

  • What is a Managed Discretionary Account

  • Our Portfolios

  • Underlying Asset Classes

 

Account Administration Services

  • Our Client Administration Service

As authorised representatives of Politis Investment Strategies Pty Ltd we are fully qualified to provide financial advice that is transparent and appropriate to our clients needs.

a. Retirement Planning

  • Contributions to Superannuation
  • Non Superannuation Assest Accumulation
  • Transition to Retirement Strategies
  • Retirement Income Streams
  • Centrelink Strategies
  • Sale of Business and Business Strategies

 

b. Wealth Gearing

 

c. Self Managed Super Funds (SMSF)

  • Direct Equity Investment
  • Limited Resource Borrowing

 

d. Wealth Protection

  • Life Insurance
  • Total and Permanent Disability
  • Income Protection
  • Trauma Insurance
  • Child Trauma Insurance
  • Business Expense Insurance
  • Buy Sell Agreement Funding Insurance

 

e. Estate Planning

  • Wills
  • Superannuation Death Benefits
  • Powers of Attorney and Guardianship
  • Testamentary Trust
  • Buy/Sell Agreements

 

 

We can help you secure your future regardless of your age and financial situation and we specialise in Investment Advice for Self Managed Superannuation Funds.

Contact us today to undertake in a meeting to find out all about you to create the right strategy for your benefit and financial future.

Disclaimer: Scott Partners Financial Services Pty Ltd (ABN 38 158 420 930 ) is an authorised representative of Politis Investment Strategies Pty Ltd (ABN 71 106 823 241 AFSL No 253125). The financial planners of Scott Partners Financial Services Pty Ltd provide financial advice as authorised representatives of Politis Investment Strategies Pty Ltd.  Scott Partners Financial Services Pty Ltd does not provide any other services other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd. All accounting services are offered through Scott Partners Pty Ltd and all financial planning services are offered through Scott Partners Financial Services Pty Ltd.

Find out more at Politis Investment Strategies

Our simple 3 steps process of introduction

Call us or fill the form to book a Free consultation

Schedule in a 30 minute, free, no obligation call with one of our team members

We can decide together whether there is a good fit and you can decide on the value of having us in your corner

Frequently Asked Questions

Q1. Which accounting system should I use to make my business ‘flow’better?
Xero. Or any cloud-based accounting system that your accountant can access, work on in real time, and that saves time and money. This will enable your accountant to advise you better. We recommend Xero for clients and have been using it for many years. The only exception is for larger, more complex businesses that have spent considerable time and money on developing their systems. We can assist in the selection and implementation of a suitable accounting system.
Q2. How much should I pay for accounting /consulting services per year?
Q3. What should I be getting for my money?
Q4. How can I create a simple business plan which is easy to implement?
Q5. Which advisors should I have on my team to best grow my business?

Small business needing big advice?

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