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Financial Planning & Investment

Australianbiz is pleased to have an association with Switzer Financial Services, who provide a complete range of financial planning, investment and personal insurance services to small business owners, professionals and retirees across Australia, including:

  • Investment Advice
  • Superannuation Planning
  • Retirement Planning (allocated pensions, annuities, etc)  
  • Salary Packaging
  • Negative Gearing
  • Trauma, Life, & Disability Insurance

Simply complete all the items below and then click on the "Submit" button. A representative from Switzer Financial Services will then contact you within 2 business days.


Contact Name:  
Business Name:  
Email Address:  
Suburb:
State:
Phone Number: (eg. 02 1234-5678)
I would like a financial advisor to contact me about the following:
Investment & Superannuation
Retirement Planning
Negative Gearing
Trauma, Life, Disability, & Key Man Insurance
Please click on one or all boxes.
 

About Switzer Financial Services  

Switzer Financial Services is a trusted provider of accounting, business and financial planning advice. We have recognised that many financial services providers do not have a transparent offering and that many Australians settle for advice that is not in their best interest.

 

At Switzer our financial advisers offer a true fee for service. This means that any commission we receive for any investment recommendation we make is rebated to our client. It also means that our advisers don’t charge by percentages, as we believe the only way financial advisers should be remunerated is by the hour, based on the amount of work they put into an individual's situation, and not on the size of their investment.

 

Our honest and ethical approach ensures that all our client’s options are assessed so they feel secure in knowing that they have left no stone unturned in the pursuit of their personal and financial goals.

Disclaimer

As a value added service, Australianbiz provides business owners with access to professionals and other service providers who can assist in various facets of their business. However, Australianbiz does not endorse any advice, information, goods and any other services offered by these service providers.

Australianbiz and its representatives disclaim all liability for any loss or damage to any person or organisation, whether a user of this site or not, for the consequences of anything done or omitted to be done by any such person as a result of using these service providers.

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