Coober Financial Services, Mulgrave, Melbourne VIC

Coober Financial Services, Mulgrave, Melbourne VIC

Contact Details

• Address: Level 1, 2187 Princess Hwy, Mulgrave, Melbourne, VIC 3170.
• Telephone: 03 9015 7246
• Email: ashok@coober.com.au
• Website: www.coober.com.au

Services

At Coober Financial Services, we will formulate a plan which works with the client’s time frame, available assets, and a client’s profile. We ensure that this plan is adaptable, protected and able to provide our clients more certainty in their financial lives.

Through an extensive range of financial products, our Advisors have the ability to not only structure a correctly suited plan but also provide a monitoring service to work with the clients changing lifestyle and the ever changing financial market place.

Our Services Cover

• Budget
• Debt Consolidation
• Debt Elimination
• Employer Super
• Financial Planner
• Income Protection
• Life Cover
• Money Management
• Salary Packaging
• Self Managed Super Fund (SMSF)
• Total and Permanent Disability (TPD)
• Trauma Cover
• Transition to Retirement (TTR)
• Workcover Insurance

About

Coober Financial Services is a leading financial service provider in Australia. It has been formed by the culmination of a long standing relationship with the leading financial management and advisory companies offering their investment and insurance products in Australia.

We use several platform of products and services and provide access to a robust range of investing and wealth building tools with the personal guidance from our relationship manager at your convenient time and right at your doorstep.

Process

Our Financial Planning Process is structured to make seeking advice straight forward and transparent. We offer every client our tailored wealth creation process. No matter what stage of your life, we will prepare a solution that reflects you and your goals.

Step 1 – Financial Review Session

The first meeting is free of charge; it is about meeting our financial advisor, understanding your current situation and working out how financial advice can benefit you.

• We will spend time assessing the following:
• Your current personal financial position
• Your goals and objectives
• Identify financial issues

Step 2- Preparation and presentation of Statement of Advice

• A comprehensive Statement of Advice get prepared which include the following:
• Review of current financial position and long-term financial objectives.
• Detail our recommendations
• Provide a reasonable basis for each recommendation
• This Statement of Advice gets presented to client in detail.

Step 3- Implementation of Wealth Recommendations

• We will put in place the recommendations agreed upon in your Statement of Advice.
  This may involve setting up the investment and insurance products recommended in your plan.

Step 4 – Ongoing Annual Wealth Review

• Our review service entitles you to the following
• Review of your goals and objectives
• Review of your financial position