Virtual Financial
Directors Australia, Level 6/200 Adelaide Street, Brisbane QLD, Australia
(2)
Directors Australia, Level 6/200 Adelaide Street, Brisbane QLD, Australia
(2)
We specialise in Financial advice, we help clients achieve their financial goals, we do this using online questionnaires and then zoom meetings with all our clients. We believe everyone should have a retirement plan, it starts with you, making that intial contact to get the advice you need.
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2 customer reviews
Karen Ninness
Financial Advisors
Great advice, quick to respond to queries, professional and willing to listen. No pressure at all.
Reply from Virtual Financial
Thanks Karen much appreciated
Cameron Fancourt
The team at Spectrum offer great products and service. I highly recommend them
Can you provide your services online or remotely? If so, please add details.
Yes most of our clients we see online using Zoom, this keeps our fees lower and saves time which no one has these day we believe this is the way of the future
Superannuation
consolidate all super funds into one
set up new fund with BT ie Westpac Bank
help with contribution strategies
help with the portfolio to ensure it is risk adjusted
Retirement planning
Ensure your on track for retirement we do this with visual aids
Help to ensure you get the most out of your pension
Help with Centrelink
Here to help with your retirement goals
Insurances
help to ensure you have the best level of cover you require
Do a full anaylsis of you current situation
Life Insurance
TPD
Trauma
Income Cover
Business Tax and Accounting
Tax
Xero
