Carnegie Financial Planning: Smsf Specialists

Personalised holistic planning services including SMSF advice, small business planning, personal financial planning, strategic wealth creation & management

Our Purpose is to empower your to make smart decisions about money. We provide personal advice, strategies and solutions to achieve your life and wealth goals.

To do this we partner with you to gain an understanding of what is important to you. We work in harmony with our business partners and your trusted advisers. We create and manage solutions to address your concerns and achieve your wealth goals.

Carnegie Financial Planning can provide you with Financial Advice in Relation to:
Building Wealth
• Wealth Accumulation
• Superannuation
• Retirement Planning
• Self Managed Superannuation

Protecting Wealth
• Income and Asset Protection
• Family and Personal Protection
• Business Ownership Protection
• Estate Planning
Managing Wealth
• Tax Strategies
• Government Benefits
• Debt Management
• Redundancy Planning

We are able to provide Advice and Deal in the following financial products:
Financial Products to Build Wealth
• Government Debentures, stocks or bonds
• Managed Investment Schemes including Investor Directed Portfolio Services
• Superannuation
• Retirement Savings Accounts
• Securities
• Standard Margin Lending Facilities
Financial Products to Protect Wealth
• Life Products – Investment Life Insurance
• Life Products – Life Risk Insurance
Financial Products to Manage Wealth
• Basic Deposit Products
• Non Basic Deposit Products

Operating under our own Australian Financial Services License gives us the independence to put your personal and financial interests foremost in all our dealings with you.