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Offices: | Level 1, 160 Edward Street Brisbane Qld 4000 | Post: | GPO Box 1169 Brisbane Qld 4001 | Telephone: | +61 7 3210 2900 | Facsimile: | +61 7 3210 2911 |
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Latest News and Seminar information
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Menkens & Associates Financial Services ABN: 39 162 994 761
MADISON FINANCIAL GROUP PTY LTD ABN 36 002 459 001 AFS License #: 246679
Registered Office: Northpoint, L14/100 Miller Street North Sydney NSW 2059
Financial Services Guide
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Menkens & Associates provides:
ServicesThrough our licence with
MADISON FINANCIAL GROUP PTY LTD the following are some of the services we offer our clients:
- Budgeting
- Retirement Planning
- Redundancy
- Risk Management
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- Superannuation
- Insurance
- Portfolio Management
- Retirement Income Planning
- Savings Plans
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- Salary Packaging
- Centrelink & DVA benefits
- Wealth creation
- Estate Planning
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- Ongoing Reviews of Insurance & Investments
- RBL (Reasonable Benefit Limit) Advice
- Business Risk Management, Structure & Succession
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We are willing to meet with you initially free of charge to determine how we can assist you. At this initial meeting we will explain our fee structure and provide you with an obligation free quote. Should you proceed you will receive a Statement of Advice detailing exactly how our strategy will assist you meet your goals.
Other areas in which we currently provide advice which you may not be aware of include:
In addition to these services we offer the
following through internal and externally referred or aligned
professional advisers. These services are not offered under our
representation of MADISON FINANCIAL GROUP PTY LTD:
- Accounting
- Mergers & Acquisitions
- Investment Research
- Due Diligence
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- Finance
- Business Financing
- Legal Services
- Regulatory Advice
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These services are offered through our strategic alliances and referrals, which enables us to meet your needs. This list is by no means exhaustive so please feel free to ask if we are able to assist you in any other area relating to your holistic wealth creation and management needs.
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