Financial Planning (AFSL #234951)

2020 has a dedicated financial planning team. Nic Ellis is a Sub Authorised Representatives under a corporate agreement 2020 Financial Solutions holds with Professional Investment Services. The team produce a weekly market update newsletter. The newsletter is aptly named, In the Market -  click here to subscribe to our Financial Planning Newsletter.

Nic Ellis concentrates mainly on Retirement Advice and Superannuation and Pension Strategies Income. Nic is also adept at providing specialised Risk Insurance Services, superannuation rollovers and strategic asset allocation work.

Services offered include:
• Risk Insurance – including Income Protection, Life and TPD, Trauma and Key Person Business types of insurance.
• Investment Advice
• Retirement Planning
• Margin Lending
• SMSF and super Strategies
• Pension setups and Advice
• Managed Funds
• Maximising Centrelink Benefits

All good Financial Planning starts with a process of getting to know our clients needs and objectives, finding out their hopes and dreams and implementing solutions to meet these.

We adopt a very holistic approach to all Financial Planning and are specialists in strategic advice and finding gaps in a clients FP approach. We like to provide all first time clients with a blueprint for their future financial success as part of our initial service offering.

We offer all existing clients a free financial health check and review as part of our ongoing relationship.

For advice on any of the above please contact Nic Ellis nellis@go2020.com.au .

2020 Financial Solutions Pty Ltd is a Corporate Authorised Representative of Professional Investment Services Pty Ltd. ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951). 2020 Financial Solutions Pty Ltd provide financial services advice as Sub Authorised Representatives of Professional Investment Services Pty Ltd. To view a copy of PIS Financial Services Guide (FSG) and Privacy Policy please visit, http://www.profinvest.com.au/fsg.pdf .


Risk/Life Insurance - Why should you have Risk/Life Insurance, please click for more information on this matter..