Investment - Advisory Services Category
KTA Financial Services
Is your financial future based on sound advice?
KTA Financial Services assists individuals and families to enhance their financial position through qualified and experienced financial planning advice:
Ø Superannuation
selecting the most appropriate super fund, including Self Managed Super Funds (SMSF)
Ø Tax Effective Investment
minimising tax on your investments
Ø Savings & Wealth Creation
strategies to maximise your savings
Ø Retirement Planning
making your money last longer
Ø Investment Selection
recommending investments to maximise returns
Ø Wealth Protection
finding lower cost insurance premiums
Ø Centrelink
maximising your Centrelink entitlements
Ø Salary Packaging & Redundancy
making the most of your salary or redundancy packages
Charter Financial Planning Ltd
PO Box 253
Cnr Sunter & Swale St’s
Strathalbyn SA 5255
Phone: 08 8536 2022
Fax: 08 8536 3085
Email: admin@ktafinancialservices.com.au
Licence Number 234665
ABN 35 002 946 294
Established 1980 |
08 8536 2022
Send Email
Visit website