We offer strategies to enhance and preserve the wealth of individuals and business owners which when implemented, can provide financial independence, stability and peace of mind.
Self-Managed Super Funds
The team at Pa & Co can assist you in deciding whether a self-managed super fund is suitable for your financial needs. Where appropriate, we can assist in the establishment, administration and management of the SMSF as well as provide holistic advice on the type of investments to undertake in this area.
We specialize in superannuation services, including:- * Superannuation Investments * Superannuation Rollovers * Company Superannuation * Allocated/Account Based Pensions * Transition to Retirement Pensions
Investment Advice
At Pa & Co we combine your personal objectives with our expertise to create a plan tailored to your financial aspirations. We assist clients with broad range of financial opportunities, providing a vast range of investments to choose from. Our investment advice expands from asset allocation, insurance protection, funding and management of investment portfolios.
Estate Planning
Our specialists provide professional advice to protect and maximize the transfer of inter-generational wealth. Estate planning can be complex and requires expert advice to ensure your assets are distributed. Pa & Co provide assistance with wills, tax planning, trusts structures, succession planning and superannuation.
Insurance
We believe in taking a strategic approach to protecting your income and assets from unexpected life events. We have access to a complete range of insurance products that we are able to tailor to your specific needs.
Negative Gearing
Pa & Co are experienced in negative gearing for property investment, shares and managed funds can help you maximize the tax deductions available for the best possible return on your investment. By providing specialist knowledge to assist with your investment planning needs.
About Us
PA Financial Planning Solutions Pty Ltd A.C.N.607 813 445PA Financial Planning Solutions Pty Ltd is a Corporate Authorised Representative No. 1235081 of InterPrac Financial Planning Pty Ltd (AFSL 246638)Pa Financial Planning Solutions Pty Ltd advisor Paul Amoddio is an Authorised Representative No 1235081 of InterPrac Financial Planning Pty Ltd (AFSL 246638)Privacy Policy: Link to the InterPrac Financial Planning Privacy Policy https://interprac.com.au/privacyTerms Of Use: See Terms & Conditions of Use https://interprac.com.au/terms-and-conditionsGeneral Advice Warning (see “Disclaimer” section of this policy)
The information on this website is general information only and is not intended to be a recommendation. We strongly recommend you seek advice from your financial adviser as to whether this information is appropriate to your needs, financial situation and investment objectives.
Whilst every care has been taken in the preparation of this website, PA Financial Planning Solutions Pty Ltd, its directors, authors, consultants, editors and any persons involved in the construction of this website, expressly disclaim all and any form of liability to any person in respect of this website and any consequences arising from its use by any person in reliance upon the whole or any part of this website.
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