Financial services including the provision of strategic financial planning solutions encapsulating risk management, estate planning, investment and superannuation, personal investment solutions and strategies, employee benefits solutions; mortgage broking services; insurance services

Financial services namely, advisory services related to financial planning, advisory services relating to financial risk management, advisory services relating to money management, estate planning services (arranging financial affairs), Financial advice relating to tax, financial management of pension, financial asset management, financial portfolio management, financial strategy consultancy services, investment management, retirement and superannuation plans and funds, risk management (financial), financial planning, independent financial planning advice, investment planning, persona, financial planning services; Investment advice; Investment portfolio management services; Mortgage brokerage services; Insurance advisory services; Insurance agency services; Insurance services.