KTA Financial Services

KTA Financial Services
Cnr Sunter & Swale St
Strathalbyn SA
Australia 5255


Phone 08 8536 2022
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Fax 8536 3085

Financial Planners 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



Nearby Service areas are: Angas Plains, Belvidere, Bletchley, Finniss, Gemmells, Hartley, Highland Valley, Lake Plains, Langhorne Creek, Mount Observation, Mulgundawa, Nalpa, Red Creek, Salem, Sandergrove, Tooperang, Willyaroo, Woodchester