Increase font size Decrease font size

Quadrant Local

Attention: open in a new window. Print

Quadrant Local has been providing a financial planning service in the south west of Victoria for in excess of 25 years, and have four fully qualified planners available to meet the needs of clients.

Quadrant Local has offices in Portland, Hamilton, Warrnambool, Colac, Woodend, Kilmore, Geelong, South Melbourne and Docklands.

Quadrant Local has a strong commitment to professional advice, high quality client service and sound technical back-up including research, compliance and information technology.

Their approach is based on the philosophy that Quadrant Local aims to provide financial advice to clients throughout their lifetimes.

This lifetime approach means that long-term client relationships are encouraged, based on trust and honesty, rather than short-term “quick fix’ financial solutions.

Quadrant Local is licenced through Charter Financial Planning Limited and is required to meet strict financial and compliance requirements.

All Quadrant Local Financial Planners are required to undertake professional development each year to ensure they are up-to-date with the ever-changing regulations affecting taxation, superannuation, Centrelink and investment products.

Our experienced team can provide quality assistance with the following areas:

Financial Planning Advice

  • Wealth Creation
  • Cash Flow Management
  • Retirement Planning
  • Investment Allocation
  • Salary Sacrifice and Salary Packaging
  • Superannuation Strategies
  • Estate Planning Considerations
  • Roll-overs and Pensions
  • Margin Lending
  • Taxation Planning
  • Entitlements to Government Benefits

Insurance Advice

  • Life Insurance
  • Total and Permanent Disability Insurance
  • Trauma Insurance
  • Income Protection Insurance
  • Business Insurance

More Information

Questions?

We can organise for an initial no obligation free Financial Planning consultation
If you have any questions Contact Us

 

Any advice provided by South West Credit detailed in this website is provided independently of Quadrant Local and our Licensee, Charter Financial Planning Limited. Neither Quadrant Local, nor Charter Financial Planning Limited take any responsibility for any actions or service they provide.
TQC Nominees Pty Ltd ABN 15 053 019 560 and The Trustee for Portland Planning Trust ABN 83 789 671 326 trading as Quadrant Local are authorised representatives of Charter Financial Planning Limited, Australian Financial Services Licensee and Australian Credit Licensee