SWM

Services

Specialist Financial Planning Advice

Superannuation

  • Corporate Plans
  • Government Co-Contribution
  • Lost Superannuation
  • Portfolio Construction
  • Salary Sacrifice
  • Self Managed Superannuation
  • Transition to Retirement
  • UK Pensions

Retirement

  • Centrelink
  • Income
  • Income streams
  • Investment Strategies

Personal Insurances

  • Income Protection / Salary Continuance
  • Business Expenses
  • Trauma
  • Life Cover
  • Total & Permanent Disability

Wealth

  • Corporate Plans
  • Coaching & Education
  • Investment Comparisons
  • Portfolio Construction
  • Review Existing
  • Savings Strategies
  • Wealth Planning

Estate Planning

  • Power of Attorney
  • Powers of Guardianship
  • Succession Planning
  • Wills

Estate Planning

  • Power of Attorney
  • Powers of Guardianship
  • Succession Planning
  • Wills

General Finance Assistance

  • Budgeting
  • Debt Reduction / Lending (referral)
  • Taxation & Accounting (referral)
  • General Insurance (referral)
  • Mortgage Repayment
  • Redundancies

Treona Pty Ltd (ABN 63 007 813 729) t/a SWM Finance Matters is a Corporate Authorised Representative (341721) of NEO Financial Solutions Pty Ltd (“NEOFS”) ABN 64 141 607 098 AFSL 385845

   General Advice Warning

The advice contained on this site does not take into account any persons particular objectives, needs or financial situation.  Before making a decision regarding the acquisition or disposal of a Financial Product persons should assess whether the advice is appropriate to their objectives, needs or financial situation.  Persons may wish to make this assessment themselves or seek the help of an adviser.  No responsibility is taken for persons acting on the information on this site.  Persons doing so, do so at their own risk. Before acquiring a financial product, a person should obtain a Product Disclosure Statement (PDS) relating to that product and consider the contents of the PDS before making a decision about whether to acquire the product.

For a copy of our privacy policy & financial services guide, please visit our Library