2. Seeing a financial planner
3. Duty of disclosure
4. Risk and performance
We can help you with
Prom Country Financial Planning offers a detailed financial planning solution with our primary focus being on comprehensive risk planning & wealth protection.
This area of financial planning requires a specialist knowledge and understanding. We specialise in Insurance, Superannuation & Retirement Planning, Financial Planning, Insurance Advice and Financial Advice.
Our passion is looking after the insurance needs of medical professionals and self-employed business clients. Local areas we cover are Leongatha, Wonthaggi, Korumburra, South Gippsland, Inverloch and Phillip Island.
I work in the medical profession and business enterprise. Financial matters have always been important to me and my family. In the past 28 years of hard work, I have had several financial advisors who have cost me a lot of money and disappointment. I must say that Rory has rebuilt my trust and offered me excellent, well balanced and honest advice. Most importantly, when I recently became partially disabled, Rory patiently and successfully guided me through a complicated process of applying for my disability allowance. I thank him for his dedication and effort, for always being accessible and following up on my concerns.
Dr Henryk Struk
“Rory has been our family’s trusted financial advisor for 10 years, and now looks after the insurance needs of our two children. Recently, I was diagnosed with bowel cancer and am still undergoing treatment. Rory and his team have been amazing in managing my income protection and trauma claims. They look after the entire claims process, so all I need to do is concentrate on my recovery.
I can’t thank Rory and his team enough!”
Steve P – Owner of Orbost Foodworks
“Financially we are in a much stronger position than we initially anticipated, due to Rory’s professional advice. Consequently, we are able to enjoy a wonderful retirement.”
Robert and Heather Howard