Services
Financial Planning Advice
- Comprehensive Written Reports
- Tailored Investment Strategies
- Ongoing Portfolio & Strategic Reviews
- Managed Portfolio Services
- Estate Planning
Wealth Creation Strategies
- Investment Advice
- Negative Gearing
- Regular Savings Plans
Managed Account Service
- Cash Statement
- Portfolio Valuation
- Investment Income
- Details of the investments held
- Transaction histories for those investments
- Your cash holdings
- Income received, including dividends and any franking credits
- Investment performance
- Realised and unrealised capital gains
Superannuation
- Maximising Retirement Benefits
- Salary Sacrifice advice
- Contribution Strategies
- Self-managed Superannuation Funds (SMSF) advice
Retirement Planning
- Account based Pensions
- Annuities
Personal and Business insurances
- Death & Disablement Insurance
- Income Protection
- Trauma Insurance
- Business Succession Planning
- Key person Insurance
Ramshead Capital Pty Limited is an Authorised Representative of The Wealth Partnership Pty Ltd AFSL: 303000 ABN 67 119 153 043
