Personal Strategic Financial Advice

  • Cash flow management  and modelling
  • Debt management
  • Retirement planning
  • Redundancy Advice
  • Superannuation and self managed superannuation advice
  • Wealth Protection (see below)
  • Centrelink and DVA advice
  • Pension advice
  • Aged Care advice
  • Estate Planning

Wealth Management


  • Providing investment recommendations (managed funds + direct shares)
  • Ongoing management of investment portfolios
  • Investment portfolio consulting and administration
  • Investment strategies and implementation

 

Business Protection

  • Buy/Sell Agreements
  • Business Succession Planning
  • Key Person Insurance

Personal Wealth Protection

  • Income protection insurance
  • Trauma insurance
  • Life insurance
  • Total & Permanent Disablement insurance

 

Michael Courtney Key Accounts & Investments Manager at RaboDirect New Zealand

I had the pleasure of seeing Charles present in New Zealand recently, and thought his presentation was fantastic. Charles is very enthusiastic, and has a number of great ideas to share, which are applicable to a range of roles within the financial services sector

Charles Badenach

Main Street Financial Solutions
Level 2
144 Collins Street
Hobart 

Phone 61730070

Email – charles.badenach@mainstreetfs.com.au
www.mainstreetfs.com.au

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