(02) 9524 2744
Superannuation & Retirement

At Twelve Chartered Accountants we believe that financial planning should cover all areas of your financial needs and we work with you towards achieving your goals.

Our advisers are all authorised representatives of Libertas Financial Planning Pty Ltd AFSL 429718

Through Libertas, we can provide advice in the following areas:

Risk Management and Insurance Planning 

Insurance can provide the money that you or your family need in critical times. It may not take away the pain of losing a job or a loved one, but it will ease the added pain of financial problems. At Twelve we believe that insurance and risk management are a large part of your financial planning strategy. We work with you to find out how much cover you need then determine an appropriate policy that meets your needs.

Investment and Planning Issues 

Successful investment has very little to do with good luck. There are tried and tested principles you can follow which can vastly improve your ability to achieve your goals and avoid disaster. Our advisers help you to understand the basic principles of investing and financial planning. We then develop, and help you stick to a sound financial plan.

Retirement Planning 

Whatever your age and no matter how much money you have, now is the time to start building your super.  We work with you towards optimising your financial position at retirement.

Assistance with Estate Planning 

Planning for the creation, accumulation and preservation of wealth and protection of your estate.