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Services

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Superannuation

Superannuation will be one of the biggest investments of your life, therefore needs to be managed adequately to ensure you can best grow your retirement nest egg.

We understand that superannuation can get confusing, so that’s why we are here to help you make the most of your money.

There are various ways you can maximise your superannuation over time to ensure you have the funds you need to live your dream retirement. You are never too old or too young to review one of your biggest financial assets.

We can assist you with all superannuation questions and strategies you may need, including but not limited to:

  • Reducing your fees and costs

  • Legislation

  • Contributions

  • Tax minimisation

  • SMSF

  • Defined benefit funds

  • Allocated Pensions

  • Pre-Retirement funds

  • Industry funds

  • Retail funds

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Investments

We advise on a range of investments to meet your goals, whether it be for capital growth, income or a combination of both.

 

We take a client centric approach exploring all potential investments that will enable you to achieve your individual financial goals. These may include, but are not limited to:

 

  • Managed Funds

  • Investment bonds

  • Education savings bonds

  • Master Trusts & Wrap Accounts

  • Funeral Bonds

  • Deposit products

  • Direct equities

  • ETF's

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Retirement Planning

Planning ahead can help you make the most of the opportunities that are available and help you achieve financial security enabling you to enjoy your retirement to the fullest.

 

We offer a holistic approach to retirement planning to ensure you have the retirement you want. We understand everyone has a different idea of what retirement is, and at Aston Financial we want to make sure you achieve your retirement goals. That’s why we work with you to come up with a retirement plan as well as continuing to work with you each year.

Direct Equities

For those investors that would like a more hands on approach to their investments and have an interest in the share market we offer direct share investment and superannuation portfolios. We can create and tailor a portfolio for you that meets your risk tolerance as well as your investment objectives, as well as giving you ongoing support in managing an equities portfolio.

 

As part of this service we offer:

 

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  • Portfolio Management Services

  • Direct Share ownership

  • Index Funds & Exchange Traded Funds

  • Initial Public Offerings

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Personal Insurance

We can advise on all your personal insurance needs in the case of accident, illness, injury or death. Our service explores the market for personal insurance that suits your individual needs and budget, to ensure you are adequately covered.

The insurances that we cover include:

  • Life Insurance

  • Total & Permanent Disability

  • Trauma

  • Income Protection & Salary Continuance

  • Business cover

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Social Security

At Aston Financial we understand that applying for government benefits can be a confusing and overwhelming process. We can assist with all social security benefits, including:

- Age Pension

- Disability Pension

- Job Seeker

- Carers Pension/Allowance

- Health care cards

- DVA pension

We offer all services to ensure you are maximising your Centrelink payments, as well as assisting you with applying for Centrelink payments.

 

In addition to applying for Centrelink payments, Aston financial offers all ongoing clients ongoing Centrelink services in which we can act as an authority on your behalf, updating Centrelink and solving any Centrelink related issues that arise to take the pain out of social security.

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Mortgages & Finance

Weather it is your first home, investment property or just a fresh move. We can help take most of the stress and confusion out of applying for a loan, finding the right fit for you and your circumstances.

Does the thought of you having to handle a refinance on your own make you nervous? Are you paying too much on your current loan? Refinancing a home loan can be a great financial decision but can be tricky business, so it pays to have someone in your corner to make sure the process is smooth, and you are getting a loan that suits your needs and objectives. 

Mortage and Finance services are offered through Aston Home loans Pty Ltd which is an Authorised Credit Representative of BLSSA Pty Ltd (ABN 69 117 651 760 I ACL 391237)

Aston Home Loans Pty Ltd ACN 619 022 383 Credit Representative Number 500379

Speak to a Financial Adviser

We believe that everyone should have the luxury of being able to meet an adviser, that’s why we offer your first appointment at no cost or obligation to you.

Thanks for contacting us. We will be in touch shortly.

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