Financial Planning
Davlin Financial Planning was established in 2007 to provide you with the highest level of investment management expertise, sound financial advice and risk management insurance to help you achieve your wealth creation and property investment objectives
We are authorised to provide both general and specific advice with regard to investment strategies, retirement planning, personal & employment superannuation, personal life insurance, self-managed super funds, social security & redundancy planning. We believe in fee transparency and charging fair & reasonable fees for our advice. In line with this value we have engaged Australian Financial Services to assist in transitioning to a fee for service model and expect to complete this project in 2010. Our fee structure is fully disclosed in our Financial Services Guide.
We are able to advise on the following services;
- Setting up Income Streams for Retirement
- Review of Death, Disability, Income Protection and Trauma Insurance
- Structured Equity Products
- Self Managed Superannuation Funds
- Managed Funds
Retirement Planning for Property Investors
Too often clients are confused with conflicting advice from financial planners who simply don’t understand how investment property can work alongside more common retirement strategies involving superannuation. At Davlin Financial Planning, we understand the role of investment property in generating a sustainable income stream in retirement through harvesting equity and or sale. By bringing together the combined resources of Davlin Mortgages and Davlin Accounting, we are able to review your entire portfolio and after identifying any gaps & risks make recommendations as how best to reach retirement goals within set timeframes.
The Davlin Retirement Review process is comprehensive and leaves no uncertainty as to the probability of the a) income streams achievable in retirement or b) wealth goals, with your current mix of assets & cash flow. We recommend the Davlin Strategic \ Retirement Review be commenced at least 3-5 years out before your target date (depending on portfolio complexity) to ensure sufficient time for the implementation of any required strategies. The Davlin Retirement Review service is charged on a fee for service basis and time spent will vary based on the complexity of each portfolio.
Davlin Financial Planning Pty Ltd, David Linco and Daniel Jagelman are Authorised Representatives of Australian Financial Services Pty Ltd (AFS) and authorised to provide financial services on AFS’s behalf. The Authorised Representative (AR) status has been registered with the Australian Securities and Investment Commission (ASIC) with the AR number for David Linco and Daniel Jagelman being 284156 and 343632 respectively. The AR number for Davlin Financial Planning Pty Ltd is 336802.