It is important for you to discuss your total financial requirements with a qualified financial adviser from Baker Financial, rather than a mortgage broker who is not usually qualified to give you financial advice.
We therefore provide solutions for the full range of your financial planning requirements including:
 Mortgage Loans.
We work with you to identify the best loan structure to suit your specific needs. We have over 30 Bank & Non Bank institutions to choose from.
Personal Insurance.
Obtaining a mortgage may be the easy part. Ensuring that you can continue to pay for the mortgage or that the family can payout the mortgage in the event of a premature death is vitally important. We have a full range of personal risk insurance including Income Protection, Life, Total & Permanent Disability (TPD) & Trauma insurance to select from.
Superannuation.
With “Choice of Funds” being available from 1st July 2005, you should have the option of choosing your own super fund. We are in a position to be able to offer our services to assist you in this very important aspect of wealth creation. By working with you we can educate & guide you to having a plan in place to meet your retirement needs. We have access to many of the leading fund managers. Look at the impact of compound interest – this may change your view regarding super.
Investing in Managed Funds (non-super).
Having a diversified investment portfolio is a wise investment strategy as different investment sectors perform differently over time. Investing in managed funds is a sound way of obtaining balance in your investment portfolio. Again we have access to many of the leading Australian & Overseas fund managers. |
