For Individuals

True Vision Financial Services Pty. Lid; offer the following sevice to individuals:

  • Tax Returns – Collaborating with you to ensure your Tax Returns are prepared accurately and in a timely manner. We assist you to meet your Tax compliance.
  • DIY Superannuation (SMSF) – For those who want to manage their Super themselves. We provide assistance to set up your SMSF and advise how to maintain compliance every year.
  • Mortgage and leasing – We determine your borrowing needs and put forward a number of Lenders who meet your requirements. We also provide information and assistance with preparing all your documentation and refer you to appropriate professionals who can assist with Conveyancing, Insurance, and Legal Services for each stage of the application process.
  • Property Investments – Providing financial advice on appropriate investment options, we help you build your desired property portfolio. Our services cover purchase and sale of properties.
  • Financial Planning & Advice – Through careful analysis of your financial circumstances, we determine an effective plan of action. We work side by side with you and deliver ethical, considered professional services.
  • Superannuation Strategies – You need to plan ahead when it comes to your Super to ensure you are covered during your retirement years. We suggest appropriate steps you need to make to ensure your Super works powerfully for you.
  • Superfund & Auditing – Not sure what superannuation provider best meets your needs? We offer suggestions and help you explore the benefits of each fund manager. We offer an auditing service to give you peace of mind that your Super is in order.
  • Retirement Planning – Don’t leave yourself stranded at a time when you should be relaxing and enjoying life. Achieving sufficient funding for your retirement takes careful planning and persistance. We are by your side, making sure you have everthing you need. 
  • Income Protection – For individuals who have a business and need to cover times when ill health or accident you need to take time out to recover. An excellent way to cover you costs during a time of diminished income.
  • Life & Trauma Insurance – We help you find the right life insurance in place to protect your assets and provide for dependents into the future. An excellent option for those who wish to have financial backup following accident or injury.