Services

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)