:: Services Offered By Garry Leary and Associates
Garry Leary & Associates Planners offer a range of services which are tailored to our clients needs. They include:
Investment Planning - recommending the right investments for now and for the future, matched to your individual needs.
- Insurance - reviewing any existing personal & business insurance arrangements you or your family or your business may have and recommending the policies best suited to your near and long term needs.
- Cash Management - reviewing the management of your day to day finances, and recommending strategies to help you save more effectively, or better manage your borrowings.
- Superannuation - recommending strategies for investing in super, which can maximise the tax benefits to you and best provide for your needs in retirement.
- Retirement Planning - ensuring that your investment plans- both current and future will allow you to maintain your desired lifestyle in retirement.
- Planning for Business Owners - advice in business strategy, succession planning and retirement planning tailored to the special needs of small business owners.
- Estate Planning - structuring your investments to best provide for your family to allow you to leave a legacy according to your wishes.
- Government Benefits - analyse your financial circumstances and recommend investment strategies which will make the best use of your entitlements for government benefits such as Centrelink Pensions.
- Equipment Finance - If you're thinking about new equipment for your business, we can provide you with instant quotations and online approval from a wide range of lenders for all types of motor vehicle leasing and equipment finance. Approval turnaround is quick and competitive interest rates assured.
Garry Leary and Associates is proudly associated with Annis Parisi Group Pty Ltd - for all your general insurance needs
