Our Services

Financial planning services in Canning Vale WA

Our areas of expertise include:

Investment advice

  • Managed funds
  • Direct investments
  • Education savings plans
  • Term deposits
  • Gearing
  • Dollar cost averaging
  • Diversification

Superannuation advice

We offer an ongoing service to our superannuation clients, for those would like to ensure a qualified professional assists in managing their account. This service includes:

  • Annual review
  • Personal insurance management
  • Establishment and rollover/consolidation of funds
  • Superannuation portfolio construction and tracking
  • Review of beneficiaries
  • Review of employer contributions being made.

Other areas of superannuation advice include:

  • Establishment of corporate superannuation plans for small business.
  • Assistance with clearing house creation.
  • Self-managed superannuation Fund management, and windup.
  • Spouse contributions
  • Government co-contribution
  • Lost superannuation consolidation

Wealth protection insurance advice

All our planners are experienced life insurance professionals, who will be able to recommend a complete personal insurance package for your requirements. Many clients are now opting to have certain insurance premiums deducted from a superannuation fund.

With a wide range of insurers to provide quotations on, we are well placed to assist clients in finding the most suitable personal insurance policy covering:

  • Income protection insurance
  • Life insurance
  • Trauma insurance
  • TPD insurance
  • Business expenses insurance
  • Business insurance
  • Child trauma insurance

Retirement advice

  • Transitioning to retirement
  • Retirement income
  • Centrelink

Estate planning advice

  • Your beneficiaries
  • Trusts
  • Business succession planning

Dobson Financial Planning Pty Ltd ACN 096 843 293 as trustee for the Shirtfront Trust ABN 99 139 782 191, trading as Mal Dobson and Associates is an Authorised Representative of Consultum Financial Advisers Pty Ltd ABN 65 006 373 995 AFSL 230323

Financial Services Guide Privacy Statement General Advice Warning

Consultum Logo