Services

Through the Peppin Group families can access the expertise they need when they need it from advisers with country values and sharing a common approach to family wealth planning – our unique family matters framework.

 

Financial planning and mortgage broking
– Life goals
– Budgeting and savings strategies
– Investment and wealth strategies
– Mortgage and gearing
– Superannuation optimisation
– Retirement strategies
– Aged pension and aged care
– Personal Insurances

 

Specialist financial planning and share services
– Customised portfolios using our unique multi-broker research
– Be-spoke financial planning
– Self managed superannuation funds

 

Accounting and tax
– Accounting and tax compliance
– Strategic business and tax planning
– Tax estimates and tax management
– Self-managed superannuation funds
– Company and trust secretarial services

 

Insurance broking
– Domestic & personal
– Business and ISR programs
– Motor vehicles
– Farm, crop & fire
– Workers’ compensation
– Risk & claims management

 

Centrelink planning
– Family tax benefits
– Youth allowance and Austudy
– Health cards
– Carer’s allowance and pension
– Aged pension
– Aged care

 

Farm management
– Farm business plans
– Farm financial capacity assessment
– Cashflow budgets
– Assets and liabilities assessment
– Enterprise review and assessment

 

Family wealth and business planning
– Young people joining family businesses
– Business and financial strategies
– Succession and co-owner’s arrangements
– Estate and inheritance plans
– Aged care
– Effective family communication and arrangements

 

Corporate Superannuation Services
Peppin Planners is a leading financial solutions provider that works with large and small companies to improve their employee’s financial future and strive to become employers of choice. These employers believe that quality superannuation and insurance offerings are key benefits in attracting and retaining employees.
 
Peppin Planners clients benefit from:
– A suite of services to help employers deal with compliance requirements such as fund reports or policy committees
– A complete education program conducted for members
– Assistance with enquiries and administration at both the employer and member level

 

Corporate Employer & Member Education Services
We need to ensure that both employees and employers are properly engaged with their superannuation offer so that it is relevant to their needs. Next to owning a home, for many people superannuation is their biggest asset.
We aim to build knowledge of superannuation and investment options through member seminars and regular communications, fact sheets, one-on-one support and newsletters.
We also offer a more targeted level of education, guiding members to appreciate how superannuation fits into the broader context of financial planning.

 

Services provided to employees
– Seminars on superannuation and default fund up-dates
– Educational seminars on super strategies
– Tailored seminars on financial topics requested by employees
– Offer discounted health insurance via super, or packages directly from health insurers that have been tailored for our clients.
– Special mortgage offers
– Online newsletters

 

Click here to download our Financial Services Guide.