Financial Planning Services

Financial and Investment Planning

Our qualified, experienced team can discuss your financial options with you and provide a three-stage service in financial planning that includes:

• Initial financial advice
• Implementation of financial plan
• Ongoing investment portfolio management

A variety of investment options are available, including corporate bonds, term deposits, local body and Government stock, Australia and overseas shares, and managed investment funds, to name but a few.

Don't take unnecessary risks with your future! Allow the professionals at Koschel Mattner to guide you towards achieving your financial goals.

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KSM Strategic Wealth Solutions Pty Ltd is a Corporate Authorised Representative (CAR) of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).

The advisers of KSM Strategic Wealth Solutions Pty Ltd provide financial services advice on behalf of the CAR as Sub Authorised Representatives of Professional Investment Services Pty Ltd.

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