Location: /Financial Planning

In seeking to create a One Stop Insurance Solution for our client base TCIS Insurance Brokers Pty Ltd has entered into an agreement with Glenelg Financial Services (GFS) to provide financial planning services.

GFS operates under the same Govt legislation as TCIS Insurance Brokers Pty Ltd and TCIS Financial Services Pty Ltd and is a member of the Financial Planning Association ensuring a high standard of service to our clients.

GFS can help you in most areas of financial endeavor including but not limited to:

• Savings and Wealth Creation
• Superannuation
• Centrelink Entitlements (Age Pension and others)
• Self-funded pensions
• Investment Advice
• Transition to Retirement
• Pre-retirement planning
• Gearing strategies
• Debt reduction and budgeting
• Estate planning

For more information about these services Click here to visit their website

Alernatively either contact

Trevor or Simon P 8295 6254 E wortmeyer@glenelgfs.com.au or connelly@glelnelgfs.com.au

Glenelg Financial Services are Authorised Representatives of Charter Financial Planning.
Charter Financial Planning, ABN 35 002 976 294, is an Australia Financial Services Licensee, Licensee Number 234 665.
Principal Address: Level 9, 750 Collins Street, Docklands, Vic, 3000.