'Whatever stage of life you are in, we partner with you to enhance it for you and the community where we live.'

Individuals, Families, Pre-Retirees / Retirees

 

Financial planning is not just to plan for your retirement, but to help you reach all your goals along the way.  After all, your life is worth a little planning.

 

 

 

Do you know what you want your money to do?

 

  • Aim to send children to private school
  • Build your wealth
  • Plan for retirement
  • Debt management

 

 

We are here to help you with:

 

  • Wealth management
  • Personal insurance (income protection, life cover, total and permanent disablement cover, trauma cover)
  • Retirement planning
  • Superannuation
  • Business solutions
  • Centrelink benefits
  • Aged care services
  • Banking and lending services - AMP Assist
  • Home loans
  • Estate planning
  • Accounting

 

Sovereign Wealth Solutions Pty Ltd, ABN 64 152 176 362 is an Authorised Representative and Credit Representative of AMP Financial Planning Pty Limited ABN 89 051 208 327 Australian Financial Services Licence 232706 and Australian Credit Licence 232706

 

Any advice contained in this website is of a general nature only and does not take into account the objectives, financial situation or needs of any particular person. Therefore, before making any decision, you should consider the appropriateness of the advice with regard to those matters.

 

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AMP Fiancial Planning Ballarat, Bendigo and Horsham