Counterpoint Marketing Services (Sa) Pty Ltd
Consultants in Charles Sturt

Our holistic advice can conceal the following main areas: We will work with you to define your financial and lifestyle goals, including making safe you have the correct investment strategies and structures in place. We trust it is urgent to be capable to select from the widest range of investments conceivable to build an appropriate portfolio. All portfolios are tailored to personal circumstances and are individually managed in line with your personal goals and targets. Our approach to asset management is not setandforget, but rather one where strategic changes are made when underlying fundamentals suggest re balancing is necessary. Superannuation is a key component in the accumulation of assets for coming riches and financial security. We also advise on the establishment and ongoing management of SMSFs. Insurance is an often overlooked area of personal and financial life goals no one likes to think now about what insurable events might happen in the future. Our job is to question you the correct questions to ensure that you and your family are covered for unfortunate events. We can advise on life, whole and permanent disability, trauma and income concern insurances, as healthy as business insurances including purchase sell agreement discussions. For this reason, we labor alongside specialist solicitors to ensure every aspect of your personal, business and financial life will be dealt with in accordance with your wishes.