Accumulate, protect and preserve your wealth with Southbank

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					Accumulate, protect
and preserve
your wealth with
Southbank Financial
                                                        Business succession solutions
Planning                                                Life insurance solutions
                                                        Investment strategies
Planning services for businesses:
•   Business overhead protection
                                                        Retirement planning
•   Key person insurance                                Superannuation
•   Employer and personal superannuation
•   Buy/sell arrangements
•   Estate planning                                                                                             Southbank
Planning services for individuals and                                                                           Financial
families:                                               Rodan Wadham B.Bus, G.Dip Fin Planning
•   Life insurance solutions - including term life      Authorised Representative No. 255592                    Planning
    cover, trauma cover, income protection, total and
                                                        Southbank Financial Planning
    permanent disablement cover
                                                        Guardianfp Ltd trading as Guardian Financial Planning
•   Superannuation                                                                                              Helping clients accumulate, protect
                                                        ABN 40 003 677 334 AFSL No. 237641
                                                                                                                and preserve wealth.
•   Diversified and tax effective investment planning   PO Box 3330
•   Savings and wealth creation strategies              South Brisbane QLD 4101
                                                                                                                Business succession solutions
•   Retirement planning                                 T   |   07 3846 6817
                                                                                                                Life insurance solutions
•   Estate planning                                     M   |   0418 806 598
                                                                                                                Investment strategies
                                                        F   |   07 3844 6900
                                                                                                                Retirement planning
                                                        E   |   rodan@southbankfp.com.au
                                                                                                                Superannuation
Welcome to
                                                         Have
                                                                                                                    Superannuation – invest in your future
                                                                                                                    For most of us, superannuation will be the second
                                                                                                                    largest asset we accumulate in our lifetime, after the


Southbank
                                                         you got
                                                                                                                    family home. Yet many people just ‘tick a box’ to select
                                                                                                                    their investment strategy and don’t take an interest in
                                                                                                                    their retirement savings.


Financial                                                                                                           Why not sit down with me and work out your tolerance




                                                         a plan?
                                                                                                                    to risk, your investment profile, and then choose
                                                                                                                    investment options relevant to you? Keep your plan


Planning
                                                                                                                    current and take control of your super - after all, it is
                                                                                                                    your money.



Rodan Wadham of Southbank Financial Planning                                              Insurance                                                   Wealth creation,
has been advising clients for over 10 years and                                           – protect your                                              investment and
understands the needs of business owners and
                                                                                          business and                                                savings plans
professionals.
                                                                                          your lifestyle                                              Equally as important
Rodan has worked extensively with families and                                            Protecting yourself                                         as saving for your
businesses of all sizes to provide financial stability                                    from financial hardship                                     retirement, is using
through strategic planning.                                                               and the ‘what ifs’                                          alternative investment
                                                                                          in life should be an                                        strategies to
•   More than 10 years experience in the financial
                                                                                          integral part of any                                        accumulate wealth
    planning profession.
                                                                                          financial plan.                                             to meet your short,
•   A specialist in advice on insurance and                                                                                                           medium and longer
    superannuation planning.                                                               Nothing is certain and                                     term goals.
                                                                                           though uncomfortable
                                                         to think about, it could happen to you.                    Southbank Financial Planning can tailor an investment
                                                                                                                    and savings plan whilst considering a suitable tax
                                                         As a financial planner I am dedicated to informing         effective strategy to suit your personal circumstances.
    Accumulate, protect and                              clients about the importance of insurance cover and
    preserve wealth.                                     the role it plays in minimising the financial impact
                                                         of a serious medical condition. A tailored insurance
    Southbank Financial Planning can help you            strategy can help you protect your business, equity and       Get a plan today
    develop a financial plan to protect your business    lifestyle in the event of a serious medical condition.        No matter what your personal or business
    interests and equity with appropriate insurance                                                                    situation, a financial planner has the skills
    strategies; invest your superannuation wisely;                                                                     and experience to help you implement a
    and enjoy a financially independent retirement.                                                                    tailored solution for your wealth protection and
                                                                                                                       accumulation needs.

				
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Description: Accumulate, protect and preserve your wealth with Southbank ...