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WHO WE ARE:
Como Financial Services Pty Ltd (Como) is a boutique financial planning
consultancy that services individuals, families and small to medium sized
businesses. We provide comprehensive advice in these particular areas:
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Superannuation (individual and corporate)
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Wealth Creation
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Investment advice
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Retirement strategies
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Personal protection insurance
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Redundancy advice
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Estate planning services
We have built our business and reputation by drawing upon our extensive
experience, education and research capabilities within the financial services
industry.
OUR LICENSING AND ACCREDITATION:
Como Financial Services holds an unrestricted Australian Financial Securities
License (AFSL) issued by the Australian Securities and Investments Commission
(ASIC). The licence enables us to provide advice across a broad range of
financial services.
SUPERANNUATION STRATEGY
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Strategic asset allocation advice
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Investment of self managed (DIY) superannuation funds
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Effective consolidation of rollovers into and out of superannuation
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How to manage insurances within superannuation funds
WEALTH CREATION
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Portfolio construction
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Investment advice
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Counselling on effective tax strategies
RETIREMENT PLANNING
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Understanding how to plan effective pensions
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and annuities
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How to gain maximum benefits from Social Security provisions
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Counseling on effective tax strategies leading up to and after retirement
RETIREMENT PLANNING
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Understanding how to plan effective pensions and annuities
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How to gain maximum benefits from Social Security provisions
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Counselling on effective tax strategies in life post-work
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PERSONAL PROTECTION INSURANCE
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Income protection
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Life insurance
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Trauma cover
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Insuring key people in the business environment
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Providing protection for key shareholders & partners
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Providing continuity when a key individual departs
ESTATE PLANNING
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Review and advise on existing wills
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Advise on testamentary trusts
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Advise on power of attorney documents
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Protecting beneficiaries in the superannuation environment
OUR PROCESS - HOW WE ADDRESS YOUR CONCERNS:
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At the initial meeting we discuss your current situation, and objectives
as well as your attitude towards investment 'risk and return'.
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Based on the information obtained in our meeting, and subsequent research, we
develop a specific plan for you incorporating a number of key recommendations
in order to establish a strategy to achieve your objectives.
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This is then presented in full at an individual appointment to ensure that all
concepts are properly understood and agreed upon prior to the implementation of
the comprehensive plan.
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As part of our ongoing services we ensure that your investments are actively
monitored and the strategic sections of the plan are not only implemented but
also adjusted where necessary in light of changing circumstances.
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You will also have unlimited access to your adviser and an annual written
review to update your comprehensive financial plan.
Our comprehensive financial planning process determines
that we have understood your financial objectives and developed an action plan
for their achievement into the recommended strategy.
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