Our Menu of Services
ConvergenceWealth offers a full suite of services to clients.
The services we offer are:
- Financial planning including retirement planning and estate planning;
- Investment advice and portfolio structuring including direct shares, managed funds, and alternative investments;
- Personal insurance packaging including life cover, trauma insurance, income protection, and business risk insurance;
- Superannuation advice including self managed super strategies;
- Lending solutions including residential and investment loans, and tailored geared solutions including margin loans and protected investment loans (offered through Centrepoint Alliance Lending Solutions Pty Ltd); and
- General insurance solutions including professional indemnity and public liability insurance (offered through Westcourt General Insurance Brokers Pty Ltd).