Civic Financial Planning

The Findex Group was recognised as the inaugural Dealer Group of the Year; the group that has most effectively driven business growth during 2013. The ifa Excellence Awards are an industry first and are the only industry awards dedicated exclusively to boutique financial advisers. Based on business growth metrics as well as support and servicing, the award considers the activities, strategies and actions of the Group.

When it comes to providing professional advice for individuals and families, we understand the importance of personalised service. That's why all advice provided by our accredited advisers is based upon a careful analysis of our clients' specific needs and objectives. At CIVIC Financial Planning, we also provide a range of strategic financial advice for those working in the corporate sector.

Protecting your family's wealth is not only important in helping to pass along wealth to other generations, but should also be a large consideration in your Estate and Trust Planning. CIVIC Financial Planning can provide you with a range of suitable services to ensure your Estate Planning is up to date and comprehensive, as well as assist with Trust planning and Trust insurance, so that should you need them, your safety nets are in place.

CIVIC Financial Planning in association with our partner brands offer a holistic approach to your financial needs. In conjunction with Financial Index Wealth Accounts we can refer an appropriate professional for all your Accounting and Business Development needs.

CIVIC Financial Planning in conjunction with Financial Index Wealth Accountants can provide you with one central point of contact for all your financial planning needs, including taxation.From general information to measuring performance and meeting taxation reporting and other obligations, we can assist in helping you manage these hurdles, making sure your deadlines are met on time, every time.

CIVIC Financial Planning is considered to be the premier expert provider of financial advice surrounding the superannuation schemes and strategies available to Commonwealth Government and ACT Government employees.

Offering a range of financial solutions specific to the Public Servant sector, our highly qualified CIVIC advisers ensure you are provided with individually tailored and comprehensive financial advice to best suit your short and long term goals, lifestyle objectives and financial profile.