Wealth Management, Financial Planning & Mortgage Broking Services

At Cohen & Krass, we offer a range of services to deliver a holistic financial solution based on your particular needs.

Listed below are some of our wealth management, financial planning and mortgage broking services. If you’d like to find out more, please contact us today to see how we can assist you.

Our Wealth Management and Financial Planning services include: 

  • Arranging finance
  • Borrowing to invest
  • Budgeting
  • Business growth
  • Cash flow planning and management
  • Debt management and structuring
  • Estate planning
  • Financial advice, direction and planning
  • Insuring against the unexpected – e.g. life, TPD, trauma and income protection insurance
  • Investment property set-up and review
  • Leasing finance
  • Mortgage broking
  • Personal investments such as managed funds, insurance bonds or direct shares
  • Portfolio management
  • Retirement planning
  • Risk management
  • Salary packaging for medical and other professionals
  • Self-managed superannuation funds (SMSFs)
  • Superannuation

Simply contact us to find out more about how the team at Cohen & Krass can help you.