Callaghans

Service Packages

Callaghans believe you should receive financial planning advice which is independent and tailored to your specific financial needs rather than generic advice. Hence we offer different packages matched to the complexity of your situation and level of service required.

1

Platinum Package

Callaghans offers a Platinum service for clients who wish to establish a Self Managed Super Fund. Our authorised financial adviser will completely establish and manage the investment portfolio of the SMSF.

2

Gold Package

Callaghans offers a Gold service for clients who wish to implement various financial strategies and investment portfolios. In general the service to these clients consists of a personal financial structure which is more complex.

3

Silver Package

Callaghans offers a Silver service for clients who wish to implement a single financial strategy. Our authorised financial planner works closely with you to reach your financial goals, helping you build and monitor your investment portfolio.

4

Wealth Accumulators

Callaghans offers a Wealth Accumulators service for younger clients who are in the wealth accumulation phase of their life. This service is important in helping set goals, possibly factor in young children's expenses and implement wealth protection plans.

Everything Is Possible

A good financial plan developed specifically for your individual situation is critical to your financial success. All new clients may receive a complimentary, no obligation introduction to Callaghans services.

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