Financial Planning & Investment Advice Solutions

John Siganto, one of the partners of Grant & Simpson, is the authorised representative Charter Financial Planning. The office is located with Grant & Simpson at 226 Quay Street, Rockhampton.

You will be surprised at the wide range of investment solutions available, including:

• Wealth creation strategies – including investment advice and negative gearing;
• Wealth preservation – including managing money and superannuation;
• Wealth protection – how to best manage your redundancy entitlements. A free redundancy kit is available on request;
• Wealth distribution – estate planning and retirement funding.

Our financial services division is ably supported by Alison Black. Since 1999 Alison has been in the financial services industry, completing the Tier 2 exam in General Insurance plus qualifying as a successful Mortgage Broker under the banner of Australian Finance Group, dealing with over thirty different banks and building societies. Having this experience has helped Alison understand and establish client relationships and analyse their needs.

For your no obligation appointment, telephone John or Alison on (07) 4927 6447. For further information on Charter Financial Planning visit their website.