Services - Sterling Planners Pty Ltd

  • Wealth Accumulation - we assist you in creating a personalised investment portfolio incorporating your financial and lifestyle goals.
  • UK Pension Transfers (QROPS transfers) - the advisers at Sterling Planners have been at the forefront of the UK pension transfer business since 1997. We are QROPS specialists, providing you with expert advice on your UK pension situation.
  • Retirement planning - we can help you reach the lifestyle you aspire to in retirement. There are numerous strategies and plans for ensuring you will have sufficient funds in retirement to maintain your lifestyle.
  • Personal Insurances - These are an important part of any wealth strategy as it protects you and your family — no matter what happens. The products available include Life, Total and Permanent Disability, Trauma and Income Protection.
  • Superannuation - is a great way to maximise your retirement savings. We can help you make the most of government incentives including beneficial taxation treatment.
  • Investment Advice - we can provide you with initial advice, implementation of your wealth strategies, ongoing reviews to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
  • Redundancy Advice - if you're about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.
  • Estate Planning - working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
  • Self Managed Super Funds (SMSF) - we can provide you with initial advice, implementation of your self managed super fund, ongoing review and thorough yet easy-to-read reports on your investments.
  • Business Insurance - often a forgotten part of business protection is the need to provide cover for key personnel and partners who are integral to the success of any business.