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Nevett Ford

Financial Planning

 

John Ives
Financial Planner
jives@nevettford.com.au
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Tracey Burns
Financial Planner
tburns@nevettford.com.au
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Financial Planning


One of the significant strengths of Nevett Ford is that we offer our clients a full range of professional services.  Clients' affairs, both legal and financial are often interlinked. 

Through OzPlan Financial Services (OzPlan) we are able to assist clients to achieve their financial goals with a range of services.

Services include:

  • financial and retirement planning
  • superannuation, rollover and redundancy advice
  • managed investments and wealth creation planning
  • tax effective investment strategies
  • estate planning
  • managed portfolio services 

OzPlan is committed to providing high quality strategic advice and personalised service.  OzPlan holds an Australian Financial Services Licence (Licence No. 221235), is a Principal Member of the Financial Planning Association of Australia Limited (FPA) and is also a member of the Financial Industry Complaints Service (FICS).

To arrange an initial meeting with an authorised OzPlan representative contact John Ives or Tracey Burns.


 

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