Pivotal's Full Financial Advice Offering
Pivotal Advisers are able to assist you in a wide range of areas. We're here to be your long-term financial partner and seek to accompany you through the challenges you face during your entire financal life.
Wealth Protection
Pivotal Advisers are risk insurance specialists, and we're proud of our reputation for assisting Australians protect their families and wealth. A Pivotal Adviser will review your situation, assess your risk insurance requirements, and put in place an appropriate level of risk insurance coverage that protects you and your family. We have a wide range of risk insurers on our panel and strive to select the right product for you, so you can be sure that your risk insurance needs are well looked after.
Long-term financial planning
Pivotal Advisers can develop a long-term financial plan that meets your goals. A Pivotal Adviser will work closely with you to identify your goals and objectives, understand your individual circumstances, and develop a personalised strategy to meet your goals. A long-term strategy is not just about deciding in which assets to invest, it's more about understanding where you are now and where you want to be in the future and helping you get there.
High quality investment advice
Pivotal has researched the market to offer a panel of high quality superannuation and investment funds for our clients. There are hundreds of individual super funds on the market and it can be difficult to determine which one is suited to you. A Pivotal Adviser will consider the features of the investments, such as cost and flexibility, and strive to ensure that the super fund or investment recommended to you is the right one for you.
Self-Managed Super Funds (SMSF)
If you're interested in having greater control over your superannuation, a Pivotal Adviser may be able to assist you in reviewing the suitability and implementation of a Self-Managed Super Fund (SMSF).
To find out more about how a Pivotal Adviser can help you, contact Pivotal Financial Advisers.