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We understand that people don't want financial planning; they really want a better lifestyle through financial planning.   

From developing a personal profile to providing counsel on how to best protect your assets, O'Connor & Associates provides a range of services including:
· Superannuation (including self managed super funds – SMSF)
· Retirement Savings Accounts
· Securities including direct shares
· Investment Life insurance products
· Deposit and payment products
· Life insurance risk products
· Managed investment schemes (including Investor Directed Portfolio services – IDPS)
· Property Portfolios
· Complex Tax Strategies and Wealth Creation services
· Estate Planning
 
 
We offer premium financial advice for those who seek high quality, tailored financial service to achieve your personal goals 
 
Our fees are fixed fee for service agreements.
 
Please Contact Us or click here to email us.
 
* This is not a Financial Services Guide (FSG). The Australian Securities and Investment Commission (ASIC) requires your advisor to provide you with a FSG. The FSG is specific to the advisor and their offer of services to you.
* Matt O'Connor is an Authorised Representative (342 124) under WGI AFSL Licence Number 225058
 

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