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Services

This is in many ways the most important part of our job, and involves working with our clients to help them achieve the best lifestyle possible, given their goals and available financial resources.

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We are able to advise on a wide range of investments such as direct shares, managed funds (eg. Australian and overseas shares, cash, fixed interest) superannuation (wrap; master funds; self managed), pensions and insurance (annuities, life, disabillity, trauma and income).

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Timely reviews help to keep plans on track, and adjust to changes in areas such as legislation (such as tax and Centrelink), markets, or products.

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The degree of administration of investment plans varies greatly, but in some areas (eg. self managed superannuation, deceased estates), the degree of administration can be considerable.

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Welcome to the web site for Black Swan Event Financial Planning.

Our mission is to work with you, to help Preserve, Protect and Grow your wealth - through good times and bad. The Principal of the business, John Cameron, has experience of booms and busts, and has successfully guided many people through both.

Our services are holistic and totally personal, and we work with each client to develop strategies and plans to help them achieve their goals - based on their individual circumstances.

We then draw from a broad range of financial products to provide solutions.

We chose our name to remind us that things can change very quickly, often in ways we could not anticipate. We always bear this in mind when advising clients.

 

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