Financial Services
Financial Planning
Financial planning is about setting goals and working towards achieving those goals while mitigating the risks involved as much as possible. Easy right? We wish it was. We focus on our client cashflow and how best to use that cashflow for them to grow their wealth, provide for retirement and protect their family. Our focus is on ensuring your cashflow suits you and your family first so that you do not miss out on the pleasures of life that you deserve.
Our investment advice will focus on your cashflow requirements and ensure that your money is placed in investments that are suitable for you.
Investment is an option for everyone, not just the wealthy. A correctly structured investment plan will ensure that you reach all of your future financial goals.
Ben Littleton and Troy Scott are authorised representatives of 
Securitor Financial Group Ltd (260 Queen Street, Brisbane Qld 4000, ABN 48 009 189 495, AFSL 240687) and provide financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. They are both also an authorised credit representative of Securitor Financial Group Ltd and provide general advice in relation to credit and credit referrals only.
Through Ben Littleton or Troy Scott you may be offered services through Perrier Ryan Financial Advisors and Perrier Ryan Chartered Accountants and Perrier Ryan Financial Services which are each separate businesses.
Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice and credit activities provided by Ben Littleton through Perrier Ryan Financial Services.
Superannuation and Retirement Planning
Everyone is striving for the ultimate lifestyle in retirement. To do this you need to ensure that your superannuation and retirement planning are structured appropriately. We can offer a wide range of services to help you achieve this.
These include advice on consolidation of:
- Superannuation accounts
- Investment options within superannuation
- Retirement income streams
Life and Income Insurance
You can’t always assume that traumatic or tragic events will only happen to other people. Whilst it is hard to prepare for the emotional toll that tragedy could take, fortunately we can take action to minimise the otherwise devastating financial impact serious illness, disability or death can have on the lives of our family.
We can assist with all personal insurance including:
- Income protection
- Life insurance
- Critical illness
- Total permanent disablement
Business Succession and Personal Estate Planning
If you or your business partners suffer a significant health event, this could have a detrimental effect on the future of the business. Many a thriving business has fallen by the wayside due to poor or insufficient succession planning.
A proper business succession plan involves a combination of accounting, legal and financial planning expertise. For personal estate planning we work with you to ensure that your wishes are adhered to by working with solicitors who have estate planning expertise.
Mortgage Broking - Home Loans, Leasing and Business Finance
Andrew Forsyth is authorised under Australia Credit Licence 389328 and would be happy to assist you with all your lending needs..
Please note: The information contained on this website is general in nature and does not take into account your personal circumstances, financial needs or objectives. Before acting on any information, you should consider the appropriateness of it and the relevant product having regard to your objectives, financial situation and needs. In particular, you should seek the appropriate financial advice and read the relevant Product Disclosure Statement or other offer document prior to acquiring any financial product.