We can give you advice and planning for life insurance, superannuation, financial planning, income protection insurance and more as part of our financial services offering.
All of our financial products and services are driven by the same data-driven, simple and integrated philosophy that drives the rest of our business – and can help build your risk intelligence and financial safety for years to come.
Business Succession and Key Person Insurance
Ensure your business is covered with sufficient funds to achieve its goals and keep it growing, even if something happens to a shareholder
Buy/Sell Agreements and Shareholder Agreements
Create a solid strategy, with the correct binding documents, to minimise the heartache and impact of someone exiting your business
Estate Planning
We can provide guidance and package Wills, Enduring Powers of Attorney, Enduring Powers of Guardianship, Health Care Directive and Superannuation Beneficiaries
Income Protection and Business Expenses Insurance
Get appropriate cover in the event of an unexpected injury or illness, to maintain your lifestyle and not erode your savings and investments
Life Insurance
Ensure you and your family’s life insurance cover is set up efficiently, and with the right level of cover
Retirement Planning
It is never too early to ensure that you have enough money for a safe and enjoyable retirement
Superannuation
Ensure that you’re in the most appropriate fund for your needs, and that your superannuation will last as long as it needs to
Our Financial Services Team
Richard Dennis
Financial Adviser
Representative number 317898, is a sub-authorised representative of Centrewest Financial Services Pty Ltd. ABN 97 144 989 024
e. richard@centrewestfs.com.au
p. (08) 9259 5363.
m. 0409 127 722
Haydn Gannon
Financial Adviser
Representative number 429973, is a sub-authorised representative of Centrewest Financial Services Pty Ltd. ABN 97 144 989 024
e. haydn@centrewestfs.com.au
p. (08) 9259 5363
m. 0476 127 799
Centrewest Financial Services Pty Ltd, ABN 97 144 989 024, Representative Number 390349 is a Corporate Authorised Representative of Rockton Pty Ltd, ABN 95 605 381 644, AFSL No. 532226.