Our Services

GINKGO PLANNING SERVICES SPECIALISE

IN THE FOLLOWING AREAS OF ADVICE

Retirement Planning

Superannuation & Pension Planning

(including Defined Benefit Accounts)

Centrelink Planning

Aged Care Planning

Investment Planning

Estate Planning

business-women

Personal Risk Insurance

Self Managed Superannuation Funds

Wealth Management

Debt Management

Cash Flow Planning

folders

Advice Documentation

We provide the following advice documents, tailored to your needs and personalised to the client:

  • Statement of Advice
  • Record of Advice
  • Strategy Discussion papers
  • Financial Modelling *

* We will require the use of a login to your preferred software to prepare projections. We are flexible with hours and if required we can login out of business hours to ensure minimal disruption to you.

Statements of Advice & Records of Advice

  • Your existing Statement of Advice templates are used to ensure compliance standards, styles and formatting are maintained.
  • We are proficient in using XPLAN.
  • If you do not have advice and strategy templates set up through XPLAN, we are equally comfortable using word documents.
  • We produce high quality, compliant documents which are clear and therefore client friendly.
  • The document is delivered to you by email and can be edited.

Strategy Discussion Papers

  • This service can be used if you are unsure of your final strategies and provides you with recommendations and financial modelling for your client’s individual circumstances.
  • Once you are comfortable with the discussion paper, we can then prepare a Statement of Advice for your client.

Financial Modelling and Projections

  • We have extensive experience in the use of XPLAN and Microsoft Word and Excel.
  • Financial Modelling can be illustrated through tables, charts and diagrams as requested.
  • We can prepare projections with multiple entities, scenarios and comparisons.
  • We will require the use of a login to XPLAN to prepare projections. We are flexible with hours and if required we can login out of business hours to ensure minimal disruption to you.