We aim to see you achieve your financial goals and keep up-to-date with the latest industry trends, projections and training. Our team is made up of dedicated staff committed to seeing each of our clients receive professional service in a secure environment. Situated in the heart of Toowoomba, we welcome clients to our comfortable offices as well as making on-site visits.
We provide our clients with wealth management services that will help them plan and achieve financial success. We offer a one-stop shop for clients who are looking for trustworthy advice and assistance with saving plans, budgeting, taxation, insurance, salary packaging, protection of themselves and their families and investment strategies.
Part of our service is allowing our clients to feel secure in their choices by offering the best-available advice, wide range of options to suit their needs and goals, as well as friendly service. Geography does not hamper us in the service we provide and our clients range from those who trust us to manage their portfolios exclusively to those who have a very hands-on approach to financial management.
We understand the changing nature of the finance sector and our staff undergo regular professional development and are current on global trends, projections and can thus cater to your expectations.
Everyone has different ideas of what financial freedom means to them. We listen to what you want to achieve and then show you how to achieve it!
Whether it is budgeting, saving for something special or planning ahead for your retirement, we want to make the journey enjoyable, so you know your future is assured.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances. Before making any decision, you should obtain a copy of and consider the relevant Product Disclosure Statement. Below is a list of the services we offer.
A tailored savings plan helps you identify your disposable income as well as maximize the value of your take-home income.
We provide a debt management service through prudent budgeting and financial management. Some of our clients are paying off their loans in as little as five years.
SUPERANNUATION (INCLUDING SELF-MANAGED SUPER FUNDS)
Let us help look after your super so you can take control of your future! We help you understand all of the legal jargon on company reports and you can have as little or as much input as you want. You may even like to consider your own self-managed super fund.
Risk insurance, which includes life, total and permanent disablement (TPD), trauma and income protection. For protection of your family, we assist you with the financial planning associated with your estate. This covers a range of areas and is best dealt with on an individual basis.
TAXATION AND INVESTMENT STRATEGIES
There are a number of options available to you to manage how much tax you pay. Strategies include pre-paying interest and margin lending. Margin lending can be used to create an investment portfolio, similar to borrowing for an investment property.
For all Government employees, salary packaging is an extremely useful tax-management strategy. You may wish to salary package work-related items, such as your motor vehicle, for your financial benefit.
REDUNDANCIES & BONUSES
You may be in the position of receiving a redundancy or large bonus, either now or in the future. This type of financial windfall needs careful management to ensure a major part of it isn’t lost in tax.
Naomi Alletson is a Corporate Authorised Representatives of Madison Financial Group and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice.
Although the same Advisor may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Madison is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by Naomi Alletson.