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Financial Planning

Financial planning is conducted through our separate financial planning division, SCE Financial Services Pty Ltd, as a Corporate Authorized Representative of Premium Wealth Management, our licensed dealer, Australian Financial Services License No. 237498.

SCE Financial Services Pty Ltd is a 4 director company – Bill Crawford, David Elliott, Russell Wyse and George Nielsen all authorised representatives plus one employee advisor are available to assist with wealth creation and retirement planning.

We have been engaged in financial planning since 1989.

We are now proud to be a member of Premium Wealth Management, a principal member of the Financial Planning Association of Australia.

Our financial planning services include:

  • Investment advice
  • Wealth creation gearing strategies
  • Retirement planning
  • Personal insurance
  • Children's Savings plans
  • Business and home loans
  • Car and plant and machine leasing

The Plan is one thing, but Planning is everything. We encourage our clients to review their investments and we can regularly conduct reviews on our client's portfolios. With financial markets constantly changing we believe this service to be essential for the good health of your portfolio.

For more information on our Financial Planning contact us: finplan@sceco.com.au

 

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