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Health & Savings Financial Services

Health & Savings Financial Services

 

Health & Savings financial services can provide access to a wide range of Financial Services to both Pharmacies and their customers.

 

Health & Savings Financial Services has an innovative professional team that can provide either:

 

«  A complete suite of Financial Services to business clientele; or

 

«  We can service distinct aspects of financial needs where our clients may already have quality relationships in place.

 

In short you can utilise as little or as much of the services you desire:

 

Health & Savings Financial Services operate five distinct business units which are profiled below.

 

 

1. Health & Savings Accounting & Business Advisors

 

Operated by experienced business minded Chartered and Certified Practicing Accountants we can deliver a wide range of quality business services and advice including;

 

*       Business Planning                                                                 *    GST/ Tax Advice

 

*       Business Evaluation Purchase/ Sale Advice               *    Asset Protection/ Business Structuring  

 

*       Taxation Planning                                                                  *    Accounting Service

 

*       Business Advice 

      

Your needs will be serviced by a team of astute business professionals with personal attention to your affairs.

 

2. Health & Savings Mortgage & Finance Solutions

 

Our lending team encompasses over 20 years of experience in commercial and residential lending.

 

Services we offer include:

 

*       Commercial Property Finance                       *     Property / Land Development Finance       

 

*       Business Finance                                               *       Vehicle and Equipment Finance

 

*       Home Loans                                                          *       Advice on existing finance structures

 

*       Investment Loans including Lines of Credit and Negative Gearing 

 

You will receive the benefit of;

 

*       Experienced people taking charge of your transaction and relationship

 

*       Working through any underwriting difficulties with the financiers without any additional cost

 

We have access to a large range of alternate finance sources from the leading banks, second tier banks and other alternate providers of finance.

 

3. Health & Savings Insurance Solutions

 

This unit consist of specialist in all types of business and commercial insurance.

 

Experienced in a wide range of industry sectors we provide professional advice on;

 

*     Business Insurance                                                     *       Professional Indemnity

 

*       Commercial and Industrial Property Insurance           *       Directors and Officer Liability

 

*       Construction and Contractor all Risk Insurance          *       Commercial and Heavy Motor Vehicle

 

*       Workers Compensation                                                *       Audit Insurance

 

*       Advice on existing Insurance structures

 

With a wide selection of Insurance Companies and Policies available we can source the best product at the right price.

 

4. Health & Savings Financial Planning

 

Health & Savings Financial Planning offer a complete range of financial planning, risk protection and wealth creation services.

 

This business unit is focused on identifying "the right strategy" as a key and then finding appropriate products to implement the strategy.

 

We are not tied to any one provider of financial products and we have a very large range of leading investment providers to meet your needs.

 

We can provide help in respect of;

 

*       Employer Superannuation                                             *       Personal Superannuation

 

*       Retirement Planning                                                      *       Wealth Creation Strategies

 

        *       Investment Advice                                                        *       Tax Planning Strategies 

 

*       All forms of Risk Management Insurance

 

           - Life

           - Trauma

           - Total & Permanent Disablement

           - Income Protection

 

                                               

5. Super Certain

 

This is a specialist unit dedicated solely to advice relating to the use and operation of Self Managed Superannuation Funds. Services include;

 

*       Fund Formation/ Maintenance                                        *       Strategic Advice

 

*       Accounting Services                                                      *       Pension Structuring

 

*       Technical Advice

 

 

Self Managed Superannuation Funds are often handled poorly by non-specialist advisors and our service can be distinguished by the quality and accuracy of advice and ongoing compliance.

 

Health & Savings Management Pty Ltd
ACN 139 367 310
PO Box 533
Narellan, NSW. 2567

Ph: 1300 780 226

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