DISCLAIMER:Carthills Financial Services Pty Ltd is a Corporate Authorised Representative of Securitor Financial Group Limited ABN 48 009 189 495 AFSL 240687 Level 16a, 345 Queen Street, Brisbane QLD 4000 and provides financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice. Neil McLennan and Heather Logue are authorised representatives of Securitor Financial Group Limited.

Your Adviser may offer you services through Carthills Tailored Accounting, Carthills Financial Services Pty Ltd and Carthills Lending Solutions Pty Ltd – which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Securitor is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance, shares and self managed superannuation fund investment advice provided by Carthills Financial Services Pty Ltd.

This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.

Financial Planning

At Carthills, we understand that every client comes to us with a unique set of circumstances and goals but also with a shared desire to receive professional yet personalised service by an experienced advisor.  We take the time to understand your own personal situation which enables us to tailor our advice to you.

Whether you’re in the process of accumulating wealth, consolidating debt, preparing for or enjoying retirement, we are able to partner with you in helping you realise your ultimate personal, commercial and financial success.

We offer a range of professional services for your benefit and believe in working with you over the long term to achieve not only your day-to-day goals but your long term vision.

Talk to Carthills Tailored Financial Planning about how we can help you in the areas of:

  • Portfolio Management & Reviews
  • Salary Packaging
  • Personal Insurance
  • Aged Care
  • Investment Advice
  • Estate Planning
  • Superannuation & Retirement Planning
  • Share broking