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Here at Prom Country Financial Planning we offer a range of financial, insurance and business services.

Below are just some of the services we offer to help you or your business.

  • Deposit products
  • Life investment and life risk products
  • Insurance Advice
  • Personal Risk Insurance
  • Business Insurance
  • Business Succession Planning
  • Business/corporate superannuation
  • Deposit and payment products
  • Estate Planning assistance
  • Gearing (on an individual approval basis only)
  • Standard margin lending facilities
  • Financial Planning
  • Retirement Planning
  • Superannuation products
  • Self-Managed Super Funds
  • Retirement savings account products
  • Government Debentures, Stocks or Bonds
  • Managed Funds/investment advice
  • Managed investment schemes including investor directed portfolio services
  • Securities (e.g. shares)