Financial Planning Newcastle

Tailored Financial
Planners in Newcastle

The Garis Group offers a full Financial Planning service in partnership with Politis Investment Strategies who operate under their own Financial Service License.

Quality Financial Planning advice ensures that our clients benefit from a personalized solution that will assist in achieving financial goals.

Over the years the demand for a Financial Planning service has continued to grow. Our partnership with Politis Investment Strategies is based on integrity and outstanding service standards.

The Garis Group offers a full Financial Planning service in partnership with Politis Investment Strategies

When you need to make decisions regarding investment s or retirement planning including Self Managed Superannuation Funds, we can provide a solution that looks at all areas of your financial life to help you create and sustain wealth.

Why you should enlist the help of a financial planner

CREATE YOUR LIFE PLAN TILE

Create Your Life Plan

Achieving ULTIMATE financial freedom is our key performance indicator (KPI) for our clients. Helping you to understand what your ‘freedom gap’ is, through our unique Life Plan process may change the course of your life!

INVEST IN SUITABLE PROPERTY

Invest in Suitable Property

Did you know you can purchase property with your super fund? With an SMSF you can own residential or commercial property, which can be a wise investment. Not only that, recent changes in legislation now allow your super fund to borrow money for real estate investment, whether that’s in Newcastle, the Hunter Valley, Sydney or further afield. There are significant legal requirements for borrowing within a super fund, so talk to us about how to do this.

IMPLEMENT YOUR WEALTH GROWTH STRATEGY

Implement Your Wealth Growth Strategy

A superannuation investment strategy is both a legal requirement, and a great way to ensure your best possible financial future. Having an SMSF gives you control over where and how you invest for your future, and we want to help you get it right.

ADMINISTRATION & AUDIT INCLUDED

Administration and Audit Included

Any superannuation fund comes with a large amount of paperwork and due diligence required. We at The Garis Group are SMSF specialists, providing a comprehensive SMSF accounting, administration and investment service.

Jim Garis | Consulting Accountant

BCom – University of Newcastle
Associated Member Chartered Accountants

“After 40 years as a financial advisor I have come to understand what keeps our clients awake at night from a financial perspective. We care about our clients and we want to help them create a beautiful financial future. This is who we are, and what we do.”

We are not the traditional accounting business, we reach beyond just doing your tax. We can look at all the areas of your financial life to create and sustain wealth.

Jim’s areas of expertise are Self-Managed Super Fund advice & strategy for individuals, as well as effective growth and strategic planning for you and your business.

Something you may not know about Jim – “I’m a keen Rugby enthusiast, and I played against the All Blacks back in 1974.”

With you for the long haul

Some of our clients have been with us for over 30 years and we’ve helped them navigate the ups and downs. Nothing brings us more satisfaction than seeing our clients with a smile on their face.

By your side

We know that your circumstances will change over time – and we want to be there to help you! We have tailored our services for individuals so that they suit you at every stage of your life.

Always personal

The best way to offer you the most appropriate services is by getting to know you and your financial situation in detail. The more we learn about you and the longer we are together, the better our service will be for you.

Contact us today on:   02 4969 4699

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