Financial Planning, Income Protection and Self Managed Super

Welcome to Small Business Works Financial Planning

At Small Business Works Financial Services we provide financial planning advice to a wide range of clients from business owners to wage earners and young families as well as those nearing or already retired. With our Accounting practice working side by side with our Financial Planning practice we are able to assist clients with more complex financial needs and structures.

Our first appointment is free and we charge low set fees which are generally charged as a flat fee dollar amount, additionally you can choose to either pay us directly or have our fees recouped from product commisions (if available), all of which will be negotiated and fully disclosed to you throughout the financial planning process. All of our staff are also qualified accountants or work closely with our accountants so you can be sure that the advice given takes into consideration all of your goals.

Financial Planning, Financial Advice, Income Protection, Self Managed Super

Our approach to Financial Planning

At Small Business Works we do not believe financial planning is only for the rich few, we specialise in providing sound financial advice that can help you get from where you are today to where you want to be in five, ten or twenty years time.

We put our clients needs first and work with you to customise a unique financial plan that works for you to provide real results. Where required we work with a wide range of industry leading product providers to deliver industry leading solutions to our clients, we offer a range of solutions including;

Financial Planning
Self Managed Super
Income Protection & Other life insurances
Investment and Super Advice

Please contact one of our Financial Planners here for more information

Take Control of your Super - February 2012

Wednesday 8th Feb 2012

Time 10:00am - 11:30am 8th Feb

23/07/2010

Latest Chelsea Financial news.

"The team at Small Business Works are always friendly and very easy to deal with. Alan explained all our Financial Planning needs in layman's terms and was on hand to answer any questions we had."

Matt & Belinda Hart

Phone: (03) 9773 2609

Address: 338 Station St, Chelsea, Victoria, Australia

Small Business Works Financial Services Pty Ltd is a Corporate Authorised Representative (Number 337424) of AAA Financial Intelligence, Australian Financial Services Licensee, License Number 312478, The information contained within the website is of a general nature only. Whilst every care has been taken to ensure the accuracy of the materal, Small Business Works will not bear responsibility or liability for any action taken by any person, persons or organisation on the purported basis of information contained herein. Without limiting the generality of the foregoing, no person, persons or organisation should invest monies or take action on reliance of the material contained herein but instead should satisfy themselves independently of the appropriateness of such action.