27/204 Dryburgh Street
, North Melbourne
3051
,
Australia
1300 256 750
info@sortmywealth.com.au
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Products and Services
We can arrange the following products and services:
Superannuation, including retirement savings accounts
Employer superannuation
Self managed superannuation funds (SMSF)
Managed investments
Separately managed accounts
Investor directed portfolio services
Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
Standard margin loans
Loans including: mortgages, rural loans, commercial loans, reverse mortgages
Retirement income streams, including pensions and annuities
Insurance (life cover, disability, income protection and trauma)
Life investment products including whole of life, endowment and bonds
Debentures, stocks or bonds issued or proposed to be issued by a government
Arranging for listed securities, shares and debentures to be bought and sold via a platform
Arranging for listed securities, shares and debentures to be bought and sold via a broker
Securities (including listed securities and corporate debentures)
Exchange traded funds
Where an administration platform is recommended, we also offer a Limited Managed Discretionary Account service
Limited selection of investment guarantees