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Our Financial Services, Strategies and Products

At Parc Wealth Management we can provide guidance on a range of financial solutions including:

We can help you to identify the types of services and products that will be most appropriate to meet your financial goals and individual objectives.

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We can provide you with comprehensive holistic advice or should you prefer, scaled advice addressing those needs that are most important to you, so that you’re most important goals are achieved first.

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Further advice can then be provided over time about any other needs or goals as required.

Strategies

  • Equity Trading strategies
  • Estate planning considerations
  • Gearing strategies
  • Goal setting
  • Investment planning
  • Pre-retirement planning
  • Retirement planning
  • Risk and insurance analysis
  • Savings and wealth creation strategies
  • Superannuation planning

Products

  • Business succession insurance
  • Deposit and payment products (for example term deposits, cash management accounts)
  • Direct fixed interest
  • Direct shares
  • Hedge funds
  • Limited recourse borrowing arrangements
  • Margin lending facilities
  • Personal and group insurance
  • Retail & wholesale managed investment schemes
  • Retirement income streams
  • Self managed super funds
  • Socially responsible investments
  • Superannuation products