Our Services

Working together to secure your financial future

Here at Phalanx Financial Services we work with you to ascertain what you would like to achieve.

We then help create a plan for you to meet your desired outcomes.

Working closely together we can identify exactly the sort of lifestyle you would like to lead, then start putting together the framework to help get you there.

The following are just some of the different areas we can advise on and provide assistance with –

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bulletlist Gearing Solutions
bulletlist Transition to Retirement and Salary Sacrificing
bulletlist Salary Packaging
bulletlist Debt reduction and budgeting advice
bulletlist Business Succession Planning
bulletlist Redundancy and Retrenchment
bulletlist Advice on Investment Platforms

bulletlist Direct Share and Managed Funds Investment research and advice
bulletlist Self Managed Superannuation advice
bulletlist Limited Recourse Borrowing Arrangements (Borrowing through a Self Managed Fund)
bulletlist Instalment Warrants
bulletlist Asset Allocation
bulletlist Access to share brokerage services
bulletlist Assistance with share registries

Webinars & Presentations

We will periodically continue to provide webinars and presentation material with explanations about how Phalanx Financial Services can add value to you and your family. If you wish get in touch please fill out the Contact Us form. We are more than happy to have a no obligation discussion about your current arrangements.

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