Financial Planning
Nick Keats, Tasmania
Tasplan offers you and your partner affordable financial planning.
Financial planning is about making your hard earned cash work harder for you.
Tasplan's financial planners are licensed to give advice on all financial matters, including:
- Retirement planning, including Transition to Retirement
- Pensions and Super Income Streams
- Superannuation
- Savings strategies and investments
- Managing debt
- Insurance
This is how it works:
- Meet with a financial planner
The initial appointment is free – no charge, no obligations. - Get a quote
If you wish to proceed, you will receive a quote during your first meeting. You will be quoted a fixed fee – there are no commissions (either upfront or ongoing). - If you don’t agree to the fee you are quoted, you have the right to walk away, obligation-free.
If you do agree, your financial plan will be developed.
There are experienced financial planners located in all States and Territories.
If you reside in Tasmania please call 1300 138 848 to make an appointment or visit www.iffp.com.au.
If you reside in any other state of Australia please call 03 6224 1007 to make an appointment or visit www.iffp.com.au
Tasplan financial planners are representatives of Industry Fund Financial Planning, a division of Industry Fund Services Pty Ltd (IFS) ABN 54 007 016 195 AFSL 232514.