Teakle Financial Planning
At Teakle Financial Planning we are passionate about creating positive financial solutions for our clients.
Our focus is on building long-term relationships and strategies built on high-quality, easy-to-understand financial advice, trust and value.
Teakle Financial Planning can give you the peace of mind of knowing that all your financial requirements are taken care of, providing you with confidence in your financial security both now and in the future.
Our Process
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 can assist with the following
Financial Strategies
- Planning for Retirement
- Transitioning to Retirement
- Growing your Superannuation
- Self-managed Superannuation
- Tax Minimisation Strategies
- Debt Management
- Centrelink
- Estate Planning
Investing
- Separately Managed Accounts
- Managed Funds
- Shares & Exchange Traded Funds (EFT’s)
- Income & Fixed Interest Investments
- Term Deposits
- Investment Bonds
Insurance
- Income Protection Insurance
- Life Insurance
- Total & Permanent Disablement
- Trauma/Recovery/Crisis Insurance
Please contact us if you would like to discuss any of your financial planning requirements.
Contact Us...
Office Location
6 Hampden Road
Mount Barker, South Australia 5251
Australia
...or request an appointment
If you have a general enquiry or would like to meet with a member of our team please feel free to call us or make an appointment.
Disclosure: Teakle Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 000241049) and Steven Schofield is an Authorised Representative (No. 001234977) of Spark Advisors Australia Pty
Ltd ABN 34 122 486 935 AFSL 380552.
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