Services Offered

Our clients include businesses, individuals as well Self-Managed Super Funds.

Cotter Financial Services will provide clients with a full range of financial planning services including:

·         Retirement Planning

·         Portfolio Management

·         Personal Life Insurance and Advice

·         Self-Managed Superfunds Investments and Strategies

·         Personal Investment Strategies

·         Business Succession

·         Estate Planning

·         Redundancy Advice

·         Maximise Centrelink/DVA Entitlements

·         Aged care Preparation Advice