Our Services

FSSFP provides services to assist you with all levels of your financial planning needs.

Comprehensive Advice

FSSFP Financial Planners offer comprehensive financial advice and can help tailor a plan that works for you.

The Advice Team specialises in looking at your full financial situation and creating a financial plan that works with your personal and financial situation to help you reach your goals.

The qualified Financial Planners in our Advice Team can assist you in understanding your investment options (including managed funds), wealth creation inside and outside of superannuation, transitioning to (and planning for) retirement, wealth protection, achieving your financial goals, Self Managed Superannuation Funds (SMSF)  and managing your tax liability.

Review Program

You may require slight adjustments to your financial plan as the years go on; particularly when your personal circumstances change or when you need to respond to changes in legislation or investment markets. The Review Program is available to Ongoing Service clients to discuss any changes that might affect your plan and ensure that it remains appropriate for your goals and personal situation.

Limited Advice

The Limited Advice Service is available to existing First State Super Accumulation members and Income Stream members.

It is a free phone based service that is limited in scope and can assist you with advice on you Superannuation Investment Choice, Superannuation Consolidation, Insurance Gap Analysis, Transition to Retirement and general information about Retirement Income Streams (Pensions).

Implementation Team

The Implementation Team is a service to assist clients who have completed a financial plan in implementing their recommendations.

Paperwork and forms can be confusing and tedious so the Implementation Team is available to existing clients to ensure that your plan is implemented effectively, efficiently and in a timely manner.