Accounting & Tax Audit Finance Financial Planning Self Managed Super

Financial Planning

Financial planning

Overview


Servicing the broader Illawarra, Southern Highlands and Sydney regions, Daley Financial Planning delivers solutions to clients who need to plan their future. Offering highly ethical and expert advice, our planners aim to act in the best interests of our clients each time. In all dealings with clients we endeavour to adhere to this mission so that all of our clients are treated in the best possible way.

Not all financial planners are equal: consider experience and integrity. The financial planning industry has undergone dramatic changes in recent years and has greatly increased the levels of education and compliance for members. To the extent that these changes have been a result of public misconceptions about the role of financial planners, our professionals have remained committed to the highest standards of integrity and professionalism. It is for peace of mind and trust that we build your financial plan and hence a worry-free future as far as personal finances.

our

Services

Daley Financial Planning tailor services and products to meet the financial and lifestyle needs and objectives of our clients. Our services include

  • Wealth creation
  • Retirement planning
  • Superannuation – personal
  • Superannuation – Self-Managed superannuation funds and strategies
  • Life Insurances – Life, Total & Permanent Disability, Trauma and Income Protection
  • Tax planning
  • Asset allocation
  • Investments
  • Gearing
  • Aged Care
  • Social security & Centrelink Estate planning

Our

Experience


Operating under the licence of dealer group Australian Unity Personal Financial Services Limited, Daley Financial Planning has full, one stop-shop capabilities across all financial products and advisory services.
Australian Unity Personal Financial Services Limited are one of Australia’s leading Financial Planning groups who provide our advisers with ongoing access to all the tools and resources they need to best position you for success. This includes an approved product list featuring a selection of hand-picked and thoroughly researched investments from a diverse range of financial institutions, and the support of a team of highly-specialised investment analysts to keep them up-to-date with investment opportunities and risks.

In addition, our advisers also have access to a team of highly experienced strategists and technical consultants, so you can be sure your financial and lifestyle strategies are based on current research and best practice.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs, because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
Daley Financial Planning is a Corporate Authorised Representative of Australian Unity Personal Financial Services Ltd.
ABN 26 098 725 145. AFSL 234459

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