Services

We offer holistic financial planning and investment advice, and risk management and insurance services by working closely with you and your team of financial professionals. Our goal is to assist you achieve agreed financial milestones by providing personally tailored advice and services including:

WEALTH CREATION

Our Wealth Creation strategies are developed and tailored to your needs through understanding your financial and lifestyle goals. We maintain strong partnerships with leading firms, such as Deloitte, to deliver what we believe is the most appropriate advice for you and your needs. Durand Financial Services operates under a full  Australian Financial Services licence so we are able to offer you a comprehensive range of financial planning advice covering:

• budgeting and debt consolidation,
• savings plans,
• investment structures,
• direct share advice,
• gearing,
• estate planning,
• personal insurance, and
• business insurance.

We have regular review processes in place to address changes in your personal circumstances to help keep your investment plan on track.

SUPERANNUATION

Our experienced advisers offer superannuation advice for individuals and businesses. Our personal superannuation advice covers a number of options for managing your superannuation and retirement savings. We offer professional advice on:

• Choice of superannuation fund,
• Tax effective investments,
• Direct shares,
• Managed funds,
• Term deposits, and
• Self-Managed Superannuation Funds

RETIREMENT PLANNING

We assist clients at every stage of their financial lives, including those transitioning to retirement and retirees. We help our clients to grow and manage their retirement income through tailored retirement planning advice in the following areas:

• Retirement planning strategies,
• Contribution advice,
• Tax effective investing,
• Retirement income needs analysis,
• Income streams, and
• Advice for addressing longevity of your income in retirement

INSURANCE/FINANCIAL PROTECTION STRATEGIES

We can help you develop the financial protection appropriate for your personal needs including strategies for:

• Income Protection Insurance,
• Life Insurance,
• Total and Permanent Disability (TPD) Insurance,
• Trauma Insurance,

In addition, we provide tailored advice in the area of Business Insurances, including:

• Key Man Insurance,
• Business succession planning, and
• Overheads and other business protection policies.

By understanding your overall financial and personal situation, we strive to implement an appropriate insurance strategy for you and your business.

OTHER SERVICES

We know that a well devised financial planning strategy should consider and incorporate all aspects of your financial and lifestyle position. Our strong industry partnerships help us to work towards achieving your needs and objectives.

We have access to accountants, solicitors and other professionals, to be able to offer you comprehensive advice for your personal circumstances and goals. If you would like access to any of our services offered by our leading partners, please contact us and we can arrange someone to contact you at a convenient time.

Make an appointment

To arrange an appointment, please contact us today on 03 9909 7553, or alternatively, email us and we will contact you to arrange an appointment.

* IMPORTANT: Durand Financial Services and/or ASVW Financial Services are not responsible for any information or claims made by any third party that may be accessed via these links.