You get One Specialist Adviser, One Fee, with One Purpose, to keep you on track to achieving your financial and lifestyle goals
As a client of Specialist SMSF Solutions, you will experience the benefit of working with your own dedicated ‘Specialist Adviser’ who is expertly qualified to help you manage all aspects of your financial affairs.
Our Specialist Advisers are not simply licensed financial planners, they are also Self-Managed Superannuation Fund specialists, personal risk insurance advisers, and also practicing Accountants of VBD Chartered Accountants (www.vbd.com.au). With personal expertise and qualifications across all aspects of accounting, tax, asset protection strategy and business and strategic advice.
We are also able to refer you and regularly work with like-minded professional organisations to ensure that your general insurances, loans and leases, and estate and succession planning services can be addressed as needed.
Our Specialist Adviser approach means that you avoid the duplication of fees experienced by clients under a traditional model. Our fees are agreed and fixed up front, there are no surprises, and most importantly, they are not product driven or commission based.
Specialist SMSF Solutions Pty Limited, ABN 28 146 622 862 is a Corporate Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL No. 253125. The Financial Planners of Specialist SMSF Solutions Pty Limited provide financial advice as Authorised Representatives of Politis Investment Strategies Pty Ltd.
Politis Investment Strategies Head Office Location
1st Floor, NCYC Commercial Centre
91 Hannell Street, Wickham NSW 2293
The information contained in this website is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product. Troy Wink of Specialist SMSF Solutions Pty Limited, ABN 28 146 622 862, Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.