Financial

Accountree Financial Planning Pty Ltd.

GWM Adviser Services Limited is part of the National Australia Bank Group Of Companies. As an Authorised Representative of GWM Adviser Services Limited, Catherine Jenkins is not limited to recommending products from only MLC or NAB. Catherine can choose from a wide range of products on the approved product list.Catherine is not tied to sales targets, so can provide truly “Client First” solutions for all your financial planning objectives.

In professional partnership with accounting practices and having a mutual understanding and shared values, Catherine (a CPA herself) is delighted to include accountants at every stage of the financial planning process. Accountants are welcome at every meeting and have the opportunity to review the advice before presentation to the client, to ensure it meets with all the clients’ objectives, both financial and tax. This inclusive process has been very successful where both their accountant and their adviser strive towards the best possible outcomes for the clients.

Investments

Whether you have a large, complex portfolio or a small deposit, we can develop a plan together to meet your objectives and grow your wealth.

Superannuation

How much do you need to retire comfortably? How is your current superannuation shaping up? We can review your existing arrangements and develop strategies to deal with any gaps. We can also help you develop strategies to transition to retirement or review your existing pensions in retirement.

Insurance

Protecting your family, wealth and lifestyle are fundamental in any financial plan. We can review your existing insurance (for example, you may have some insurance through your super fund) and recommend suitable products if there are any gaps.

Estate Planning

Often an emotional issue, if it’s important to you to leave your affairs in order and take care of your loved ones, then appropriate estate planning is vital in your financial plan. We have alliance partners (legal) that we can work closely with to ensure your requirements are met.

Aged Care Planning

Ordinarily not a topic you might think to seek financial planning advice on, aged care planning is becoming increasingly important as our population ages. We can assist you through the process if you are faced with making the difficult decision for your loved ones.

Cashflow and Budgeting

Together we can focus on your cashflow to develop a plan that will help you achieve your lifestyle objectives. A robust plan and a good financial habits will lead to less financial stress and an improved, sustainable quality of life.