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Financial Planning

Financial Planning

There have been significant and dramatic changes in the world of financial planning over the last couple of years. These changes follow from the government's desire for all Australians to "fund their own retirement" it started with the Superannuation Guarantee legislation.

Now as those balances on both an individual and national basis reach significant levels the Australian Securities and Investments Commissions have established guidelines and proficiency requirements for people dealing with those investments.

In 2004 Pendleburys saw the changes that were facing the community and established Pendleburys Financial Planning Pty Ltd as a separate, but related, company to provide those services to our clients in conjunction with the accounting practice. Accountants can no longer provide all services to all people, we need to oversee the provision of services to our clients whilst letting the service be delivered by properly qualified professionals. This structure achieves those objectives. For financial planning advice please call Noel Marshall or David Foster on 9642 5299.

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