Why Financial Planning
Over recent years we have recognised that many of our clients are starting to really think about retirement and how they go about getting there. They have been looking for financial planning advice and want that advice from us rather than have us refer them to someone else.
As a result, ATM Financial Consultants Pty Ltd has opened for business, offering a suite of financial planning services specifically tailored to the needs of our clients and designed to complement the business and tax advisory services we already offer.
We have partnered with FM Financial who are a Financial Planning Business with a highly skilled and experienced team with offices in Burnie, Devonport and Hobart as well as Melbourne. This give you access to a broad range of financial planning services as well as an experienced support team.
We are headed up by Stephen Jones who is an authorised representative of Hillross Financial Services (AFSL 232705) – a member of the AMP group of companies.
What you can expect
This gives you the best of both worlds. You can expect that personalised client focused advice that you get from dealing with a privately owned and managed business, but with the support and services of one of Australia’s largest and most established financial services organisations.
• Superannuation including Self-Managed
• Wealth Accumulation
• Property Investment and Negative Gearing Analysis
• Estate Planning
• Small Business Exit Strategies
• Personal Protection (Risk)