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Financial Planning

Tasmanians have entrusted their financial affairs to Tasmanian Perpetual Trustees for more than 120 years. Today, Tasmanian Perpetual Trustees offers a range of Financial Planning services that can help you to invest in your own future, knowing that you are dealing with an organisation committed to your best interests.

You may also notice a difference in the way in which these services are provided. In a time where many financial institutions are moving away from personalised service, Tasmanian Perpetual Trustees makes professionalism, integrity and exceptional client service, major priorities.

The financial services available include:

Personal Wealth Creation

  • Savings Plans
  • Personal Investment Advice
  • Superannuation Strategy Advice
  • Gearing Strategy Advice

Wealth Protection

  • Risk Management
  • Estate and Succession Planning

Retirement Planning

  • Retirement Income Streams
  • Centrelink / DVA Strategy Advice
  • Personal Portfolio Management

Depending on your requirements Tasmanian Perpetual Trustees can provide different levels of service, from advice on a particular product to the preparation of a comprehensive Statement of Advice.

Your adviser will explain the available levels of service and the associated fee options to enable you to decide the type of service you require. It is recommended that a review of your financial situation be undertaken at least every twelve months. Your advisor will charge a fee for undertaking the review. The amount of the fee will be agreed with you and will depend on the complexity of the review and the amount of time spent preparing the review.

Tasmanian Perpetual Trustees Limited is a Tasmanian based supplier of financial products and services. Tasmanian Perpetual Trustees Limited is a Trustee Company authorised under the Trustee Companies Act 1953. As an Australian Financial Services Licensee under the Corporations Act 2001 Tasmanian Perpetual Trustees is authorised to initiate and advise you on a range of financial products and services.

You should also obtain a Financial Services Guide and consider it before making a decision to acquire or continue to hold any of these products.

Contact Tasmanian Perpetual Trustees now and ask to speak to one of our experienced Financial Planners.

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Tasmanian Perpetual Trustees Limited ABN 97 009 475 629 AFSL. No. 234630 is a wholly owned subsidiary of MyState Limited ABN 26 133 623 962. Please note this information does not take into account your or your clients personal objectives, financial situation and needs. Past performance is not a reliable indicator of future performance. It does not constitute an offer, invitation, inducement, solicitation or recommendation to subscribe for, or purchase, any security or financial product, nor does it contain investment recommendations or advice. Tasmanian Perpetual Trustees Limited recommends that you seek independent professional advice that takes into account your investment objectives, financial situation, particular needs and/ or other personal circumstances, before making any investment decisions or otherwise acting upon information contained or referred to in this material. A mortgage scheme investment is an equity investment in a managed investment scheme, and is not a bank deposit. Accordingly, there is a higher risk of losing some or all of your money than is the case with a bank deposit. Additionally, there is a risk that the investment may achieve lower than expected returns. In respect of withdrawal periods, withdrawal rights and investment periods, please note that whilst we expect to meet redemption requests within the periods stated, these periods may be longer subject to the nature of the assets of the particular scheme, the particular scheme’s liquidity, the scheme’s constitution and the Law. For additional information, please refer to the scheme’s PDS which is available free of charge at any Tasmanian Perpetual Trustees branch.
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