Magac Financial Planning
What kinds of financial services are you authorised to provide me and what kinds of products do these services relate to? Marc Tenaglia is able to offer you a comprehensive financial needs analysis comprising the following services: • Tax structures appropriate to your investments • Pre-retirement planning • Investment strategies appropriate to your needs • Establishment and ongoing advice on self managed superannuation funds • Wealth accumulations strategies • Post retirement planning • Insurance and risk management strategies • Estate Planning advice • Tax Planning (in consultation with your tax advisers) • Superannuation and Rollover advice and strategies • Direct Share investment advice • Derivatives • Asset Allocation Advice • Ongoing Advice and Review Services Marc Tenaglia can provide the following products relating to these services: • Basic Deposit Products and Non Basic Deposit Products • Structured, Listed and Unlisted Investment Products • Risk Insurance Products and Investment Life Insurance Products • Superannuation and Pensions • Managed Investments and Securities • Government Stocks and Bonds; and • Retirement Savings Accounts
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