Creating and protecting your wealth
  
  30.09.2020
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Services  
 
Customised solutions for a lifetime
 
SME Financial Services is a specialist Finance Intermediary, Financial Planning and Wealth Advisory firm providing financing and wealth management solutions to individuals, companies, trusts, superannuation funds and corporates. SME Financial Services is not tied to any institution dictating or limiting services and products to only those issued in-house by the institution.
 
Our 'Financial Assessment Service' assists with your preparation determining and understanding what's possible providing ability and confidence to make informed financial decisions. 
 
We start with your vision, what you hope to accomplish personally and professionally, your values and the legacy you wish to create for your family and the community. From this we develop personal solutions for both your immediate and long-term needs.

 

Tapping wealth that is  'locked away' in your private and investment properties, business or stock holdings, and raising capital for your personal, investment and business needs, demands an investment platform, financing strategy and innovation that consistently serves your investment objectives.

 
SME Financial Services has three distinct business segments
  • Financing Group
  • Financial Planning Group
  • Private Client Group.
Financing Group has the expertise and experience to provide clients with innovative and strategic financing services to meet the needs of
  • residential property owners and investors
  • commercial property for the business owners and investors
  • self employed borrowers
  • self managed super funds

The strategic processes employed for property acquisition, equity and portfolios ultimately work in conjunction with all our clients' business and wealth accumulation plans. In many instances complex financing strategies and structures are employed to meet our clients' and their business' needs. For most clients property and business is the corner stone of their financial positions.

Financial Planning Group services are tailored to meet client's wealth accumulation, retirement and risk needs as determined through personal consultations. We create a roadmap to help clients and their families meet their life goals based on a deep understanding of their needs and superior implementation. SME Financial Services follows a unique and confidential process to create financial plans and strategies for its clients. The financial planning services include;
  • income planning
  • tax planning
  • insurance planning
  • investment planning
  • retirement planning
  • estate planning
  • business planning
Private Client Group is a specialised resource designed for the select group of clients and corporate clients to help them build a financial strategy, which is in line with their objectives and values. The Private Client Group services help clients build on their successes through a range of solutions that would encompass
  • portfolio management
  • risk and protection advisory
  • alternative investments such as corporate strategies
  • structured products
  • specialised services such as trust services and estate planning
For further details about any of the above programs and immediate use of our 'Financial Assessment Service' please contact us now .
 
News & Updates

Now is a good time to invest: PIPA



Home values to rise


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