OUR FINANCIAL PLANNING PROCESS
Do you need money in superannuation, a family trust, an investment company, or is the best option to simply own investments directly?
Is the right answer an industry superannuation fund, a wrap facility, or a self-managed super fund?
Does it make sense to borrow for investment purposes, or to pay off all your debt?
Have you a good Estate Plan to ensure your family won’t tear themselves apart when you’re dead, and that you’ll be well catered for when you’re alive?
Midsec will work hard to understand your current situation and what you want. We’ll write an initial plan, and when you’re a client, we’ll update it every year.
Contact us to talk to one of our advisers.