OUR SERVICES

A Financial Advisor will change your life.

With Devon Partners you will access financial planning solutions that will benefit you at every stage of your life journey.


 

SUPERANNUATION

With its statutory requirement it’s likely that your superannuation is going to be one of your most significant financial assets (outside your family home) at retirement so it’s important to take it seriously.

INVESTMENT ADVICE

Investing can mean different things to different people. We view investing as a long-term proposition especially when looking at growth assets such as Shares or Property.

LIFE INSURANCE

Have you considered life insurance? We find that most clients often neglect to protect their most important asset, and that is their ability to earn an income.

 

RETIREMENT PLANNING

Are you close to or starting to think about retirement? Have you thought about what retirement lifestyle you would like to achieve?

SOCIAL SECURITY

Are you planning on claiming social security benefits such as the Age Pension, Newstart Allowance, DVA or Commonwealth Seniors Health Care Card?

AGED CARE

Moving yourself or a family member into an Aged Care facility can be a stressful, emotional and confusing time. We offer you the opportunity to speak with someone who is familiar with the Aged Care system. We can ease your worries, and help you navigate the rules and avoid costly pitfalls.