Financial Planning

Camerons Financial Solutions provides holistic Financial Planning services on behalf of Professional Investment Services Pty Ltd (PIS), an Australian Financial Services Licence holder and Principal Members of the Financial Planning Association of Australia (FPA). At Camerons we work together with you, our client, to understand what really matters to you and design a plan that helps create, build and protect your wealth.

Building a secure financial future requires vigilant planning. That’s why it’s essential to seek sound advice from qualified professionals. At Camerons, our experienced staff will provide you with ongoing support and expertise in the following areas:

• Estate Planning
• Investment Planning
• Retirement Planning
• Wealth Accumulation
• Superannuation strategies (including Self Managed Superannuation)
• Centrelink & Aged Care Advice
• Managed Funds
• Business Superannuation & Insurance Needs
• Personal Insurance (Life, TPD, Trauma & Income Protection)
• Tax-effective Strategies
• Risk Planning Management

At Camerons, we aim to create a long-term partnership with our clients to ensure whatever stage of life you are at; your goals and objectives are being achieved. Our Financial Planning Services are tailored to suit each client's individual needs, from the individual taxpayer to the corporate business client.

For more information please contact one of our friendly staff at your nearest Tasmanian office.