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Teakle Financial Planning 

Shane Teakle has completed an Advanced Diploma in Financial Planning and is qualified and experienced in providing advice on the establishment and closure of Self-managed Superannuation Funds (SMSF).

Shane is also able to provide advice on the establishment of investment strategies for Self-managed Superannuation Funds and commencement of Account Based Pensions with SMSF's.

Shane has also developed a longstanding partnership with financial advisor; Richard Anderson, to provide specialist advice with regard to financial and investment planning.

Teakle Financial Planning has been assisting clients to achieve their financial goals for many years. Our financial planning process involves developing strategies to help you manage your financial affairs allowing you to build and protect wealth, enjoy life and achieve financial security.

Teakle Financial Planning is a privately owned business with no institutional shareholders and we are not tied to any provider of products or services. This enables us to offer you a wide selection of options to choose from and ensures that all our valuable clients receive the most appropriate advice with respect to their goals, objectives and financial requirements.

Financial planning can ensure that your financial goals can be met through the development of comprehensive and effective strategies that will strengthen your financial security and grow your wealth over time. These strategies can provide a separate source of income to your business or employment income and can form all or part of your income in retirement.

 

Our Financial Advisor

Richard Anderson has more than 20 years of experience in the finance advisory sector and advises on wealth creation strategies through a range of options including investments, superannuation and retirement planning. Richard also advises on personal insurances for protection of assets and aged care strategies. Richard is committed to helping you achieve your financial goals.

 

Teakle Financial Planning can assist with the following:

Financial Strategies & Investments
  • Growing your Superannuation
  • Self Managed Superannuation
  • Investing for Growth
  • Investing for Income
  • Planning for Retirement
  • Transition to Retirement
  • Centrelink
  • Understanding Aged Care
  • Negative / Positive Gearing
  • Managed Funds
  • Shares
  • Property Trusts
  • Income & Fixed Interest Investments
  • Direct Property Investment
  • Term Deposits
  • Cash Management Trust Accounts
  • Estate Planning
Personal Insurance
  • Why do I need Personal Insurance
  • Income Protection Insurance
  • Life Insurance
  • Total and Permanent Disability Insurance
  • Trauma Insurance
  • Keyman Insurance
  • Business Insurance

 

Our commitment at Teakle Financial Planning is to provide the highest quality financial planning service to our clients.

Please contact us if you would like to discuss your financial planning requirements.

The director of Teakle Financial Planning Pty Ltd; Shane Teakle is an authorised representative of Australian Investment & Insurance Group Pty Ltd AFSL 226405.

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Teakle Accounting keeps informed with all issues affecting business, ensuring we can provide up-to-date and relevant advice to our business clients.

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Financial Planning

Our qualified Financial Advisors can assist you to plan for the future and achieve your financial goals.

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