At Sallis Financial Planning we work for our clients, not the product provider.
Sallis Financial Planning operate on a “fee for service” basis so we guide our clients towards the products that are best suited for their interests. We are able to advise on many superannuation funds and unless there is reason to change funds for the better, we leave the client in the existing fund they have chosen, if appropriate.
Sallis Financial Planning provide expert advice on Superannuation rules and regulations as well as contribution and pension strategies.
We assist clients who are invested with Industry Funds, Retail Funds such as AMP, MLC, and Colonial etc and include Government Funds such as GESB.
If a client is looking for a new fund appropriate to their needs, we assist with this also.