Financial Planning

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Letcher Moroney Financial Services (LMFS) provides a wide and comprehensive range of services to our clients. It is a joint business venture between the directors of Letcher Moroney and Mark Yeomans, an Authorised Representative of Charter Financial Planning. Mark has been in the financial services Industry for over 25 years and is a Certified Financial Planner.

We are committed to providing the best quality service and advice to our clients. As such we will identify your specific needs and objectives and use them as a basis in researching the best product / investment for you. LMFS deal with a wide range of financial institutions and insurance companies which gives you the ability to choose the product that suits your individual requirements.

Our financial services include:

• Life insurance and risk assessment
• Income protection insurance
• Trauma insurance and total and permanent disability cover (TPD)
• Retirement planning
• Diversified and tax effective investment planning
• Savings and wealth creation strategies
• Managed investments including cash, fixed interest, property and shares
• Master trust services
• Self Managed Super Fund advice
• Gearing strategies
• Estate planning
• Superannuation and rollover investment vehicles; and
• Centrelink strategies.

Taking the first step towards your financial security is easy - simply contact us for an initial consultation.


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