Phone: (03) 9434 4247
  Theo van Beek & Co. - Financial Services

Theo van Beek & Co. is able to provide our clients with a wide range of Financial Services. We currently hold our own Australian Financial Services Licence (#220976). This licence allows us to be completely independent of any investment provider when we are providing financial advice.

Some of the Financial Services that we provide include:

1. Preparation of a full Financial Plan
2. Investment advice
3. Set up and ongoing compliance for Self Managed Superannuation Funds
4. Retrieving Lost Superannuation
5. Combine/Rollover of Superannuation Fund entitlements into a single Superannuation Fund

Our licence also allows us to assist you in obtaining the appropriate Risk Insurance. No one would like to think that in the event of death, illness or injury their loved ones would not be able to maintain their daily living expenses. We are able to assist with the following risk insurance products.

1. Life insurance – commonly known as Death Cover, provides a one off lump sum to your beneficiaries in the event of death.

 

2. Total and Permanent Disability (TPD) – provides you with a lump sum in the event that you suffer an illness or injury that permanently prevents you from working.

 

3. Critical Illness – commonly known as Trauma Cover, provides you with a lump sum should you suffer from a specific illness such as a Heart attack or stroke.

 

4. Income Protection – provides the policy holder with a regular stream of income should you suffer from an illness or injury.

 

If you would like any further advice on any of the above mentioned risk insurance products please contact us today.


  Our Services
 
  Copyright © . Theo van Beek & Co. Pty Ltd