770 Financial Planners Pty Ltd

Life insurance, superannuation, investments, managed funds, trauma insurance, income protection, buy/sell agreements, key person insurance and government co-contributions.

770 Financial Planners has been established with a vision to educate and empower clients to take control of their financial situation.  

This is achieved with a 5 step process:
1. 770 Financial Planners keeping abreast of financial planning strategies that help and make a difference.  
2. Assessing suitability of strategy to unique client situations and doing a feasibility studies with each client.
3. If feasible, document steps to implement strategy. If not feasible, go back to 1.
4. Implement strategy and monitor success, or variations.
5. Keep clients happy.

We listen to what our clients say. It is listening that precedes understanding.  

We provide advice in all areas including life insurance, superannuation, investments, managed funds, trauma insurance, income protection, buy/sell agreements, key person insurance, government co-contributions, and corporate.

For the benefit of our clients we have produced an eBook called "Why you don't need a financial planner" which can be found on our website to illustrate what we do.

We have also produced a website which offers a 15%-25% rebate of first year insurance premiums for qualifying customers.