Cursio Financial Services - Plan. Grow. Protect.

Financial Planning

Buying a home and starting a familiy are ideal times to seek professional advice from a qualified financial planner

Our specialist areas of financial planning

Superannuation & Investments	Estate Planning	Life Insurance
Portfolio Management Super Consolidation Super Fund Selection Contribution Strategy Advice Self Managed Superannuation Funds Investment Market and Product Research Retirement Planning Employee Superannuation	Companies Discretionary Trusts Family Trusts Enduring Powers of Attorney Succession Planning Buy Sell Agreements Wills	Death cover Total and Permanent Disability Trauma Cover Income Protection Keyperson Insurance Business Loan Cover Business Expense Cover Group / Employee Insurance

Our process
Once you have informed us of your business or family planning goals and we've helped you to put those goals into achievable objectives we then gather the information we need to develop your plan. We'll discuss with you the key issues relating to your situation and work through any initial concerns you may have.

We then work with you to formulate a plan that meets your objectives and outlines the steps required to achieve your goals. Once you agree to proceed with your plan our expert team will guide you through the implementation process and represent you when dealing with the institutions you choose.

It is important for us to regularly review and update your plan in line with changes to your circumstances and market movements.

Financial planning seminars
We regularly hold information sessions on various financial planning strategies for our clients to learn about and apply to their own situation. Here are some of the areas we cover:

Business planning | Defining Your Value Proposition
Family Business Succession | Handing Over To Children
Property Investment Strategies | Alternative Ways To Get Into The Market
Family/Group Investments | The Power Of 'Us'
Retirement Planning | Property in Self Managed Superannuation Funds
Estate Planning | Using Discretionary Unit Trusts
Life Insurance and Income Protection | The Dangers of Under-Insurance for Families and Self Employed

We encourage you to register your details with us via our Contact page so that we can keep you informed of upcoming seminars and events which may interest you.

Access to the broader market
We are proud to be aligned with one of Australia's largest and most reputable networks of financial planners, Millennium3 Financial Services Pty Ltd ABN 61 094 529 987 (AFS License No. 244252) who provides our license to offer financial planning advice on financial planing strategies and products from all major investment houses, superannuation providers and life insurance offices.

Association with other industries

We often recommend our clients to a number of third party providers in the fields of accounting, bookkeeping, taxation, conveyancing, engineering, architecture, commercial and residential construction and real estate.