Carrington Myers Financial Services provides a variety of financial services, we are qualified and experienced to advise you in the following areas.

 

Investment Advice

There are many different types of investments available, we can help you understand and assist you to make an informed decision taking into account your personal circumstances which includes your risk profile, investment time frame and your long term goals.

Areas of advice include:

  • Managed Funds
  • Insurance Bonds
  • Master Trusts & Wrap accounts
  • Direct Equities
  • Separately Managed Accounts

Superannuation and Retirement Planning

Superannuation is one of the largest single investments that anyone will make and it’s an important, tax-effective investment vehicle. The transition from working life to retirement is one of life’s great challenges.

We can assist in the following areas:

  • Personal Superannuation
  • Account Based Pensions
  • Corporate Superannuation
  • Self Managed Super Funds (SMSF)
  • Centrelink
    • We are Centrelink experts
  • Personal Risk Insurance
  • Investment Advice

Click here to watch our Retirement Planning video

Redundancy

If you have been made redundant, or are facing redundancy, it is important to seek advice as to how to make the most of your redundancy payment, we can assist you during this stressful time.

Financial Advice

Risk Insurance

Our ability to earn an income is our most important asset, yet it’s remarkable how under-insured most people are.

We know that a sound financial strategy has to include preparing for things you hope will never happen such as, illness, accidents, and yes, even death. You need to know that your family, your assets and your ability to earn an income are protected if the unexpected happens.

Insurance is key to this protection, as part of your financial plan, we’ll take into account your personal circumstances and recommend the best mix of personal insurance products for you, which includes,

  • Income Protection Insurance.
    Click here to watch our Income Protection Insurance Video.
  • Life & TPD Insurance
    Click here to watch our TPD Insurance Video.
  • Key man insurance
  • Business Expense insurance
  • Trauma Insurance.
    Click here to watch our Trauma Insurance Video.

Aged Care

It’s one of life’s inevitabilities that one day you, your partner or your parents will need to move into aged care.

Naturally, you’ll want the best possible outcome for all concerned.

However, this can be a very emotional and testing time, and there’s a lot to consider. In fact, you’re required to make sometimes difficult and complex decisions which can affect the level of aged care fees to be paid, the Aged Pension payments you or your loved one receive, the timing of any sale of the family home and more.

That’s why it’s important – even critical – to get the best financial advice, ideally before you start the transition to aged care, you need to talk to someone who understands the challenges & complexities and can provide advice on which you can depend on.

We offer advice which is tailored to your circumstances, we can talk you though everything you need to know to make the right choices such as,

  • Accommodation bond Funding strategies
  • Home Care funding strategies
  • Maximising Centrelink payments and minimise your Aged Care fees
  • Negotiating with aged care facility

Aged care and home care assistance

Click here to watch our Aged Care Video

Download our Aged Care Brochure

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Contact

Level 13, 90 Collins St,
Melbourne 3000

PHONE: (03) 8080 9244
FAX: (03) 9650 8705

Email: [email protected]

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About

  • Our Advisors

Services

  • Investment Advice
  • Superannuation and Retirement Planning
  • Redundancy Advice
  • Risk Insurance
  • Aged Care