Amazon Financial Group

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Welcome to Amazon Financial Group Amazon Financial Group is a Financial Planning practice focusing strongly on client services and client needs. We are headed up by our lead financial planner Stephen Catterall. We work with other professionals within our Melbourne City and Werribee offices, such as Chartered Accountants and other Financial Planning practices to ensure that completely unbiased financial planning, and wealth creation solutions are selected to fit an entire client situation. Our strong initial and ongoing service commitment allows us to ensure that the client experience runs smoothly within an environment of trust, to produce the desired outcome. Our clients are predominantly superannuation or wealth creators with an aim to accumulating and conserving tax-effective wealth for retirement. We specialise in pre retirement and retirement strategies as well as ongoing wealth accumulation through prudent and well researched investment planning. Your first meeting is free of charge and gives you the chance to get to know us. At this meeting we discuss your objectives and begin to map out some possible strategies for you. The meeting will normally take place in our office. The next step is for us to document our advice for you in a Statement of Advice (Financial Plan). This will be done on a fee for service basis and may cover issues such as: Your personal long and short term financial goals Superannuation advice Tax Effective Investment advice & wealth creation strategies Taxation & accounting matters How you can reduce your mortgage and personal debts Income protection and life insurance requirements Education savings plans for your children Retirement planning Centrelink issues