Callaghans

Our Services

Investment Planning

Callaghans focus on creating effective investment strategies suited to your financial goals and needs. We look at where you are now and where you want to be.

Direct Property

Are you thinking about investing in property but are unsure of the best place to buy? As experienced property investors ourselves, Callaghans provide you with all the support and guidance that you need.

Direct Shares

With up to date financial information and access to comprehensive research facilities Callaghans can build you a share portfolio tailored to your personal investment goals and your risk tolerance.

Superannuation

Callaghans believe that Superannuation is relevant no matter what your stage of life. Callaghans deal with a range of Super funds and assist you in the process of creating wealth for your retirement.

Self-Managed Super Funds

Self-Managed Superannuation Funds are an exciting and strategic way to retain control and direction over your Superannuation assets.

Wealth Protection

Protect what you have, before you consider anything else! Remove as much risk as possible by putting in place the right insurance needs for yourself and your loved ones.

Estate Planning

Callaghans understand the importance of creating a plan that will transfer your entire wealth in a manner which is consistent with your wishes whilst minimising any tax liability.

Lending Services

Looking for a home loan, car lease or investment loan? Callaghans offer a wide range of loans with competitive interest rates and flexible repayment terms. We are a great alternative to directly approaching the banks or financial institutions.

Retirement Planning

Callaghans look at the whole picture. Will you have enough money? What kind of lifestyle you want? We will ensure that your assets are legally protected.

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.