Financial Planning

• Financial Advice
• Tax Minimisation Strategies
• Superannuation
• Self-Managed Superannuation (DIY)
• Wealth Creation
• Investment Planning
• Retirement Planning
• Property
• Direct Share Advice and Purchases
• Margin Lending
• Gearing Advice
• Research
• Salary Packaging
• Business Succession Planning

Personal Insurance

• Life Insurance
• Income Protection
• Trauma
• Corporate Super and Group Insurance

General Insurance

• Professional Indemnity
• Public Liability
• Business Insurance
• ACT & NSW Workers Compensation
• Fleet
• Rural Insurance
• Trades Insurance

Mezzanine Financial
M Centre
Level 1
Palmerston Lane
Manuka ACT 2603

T: 02 6257 7606
F: 02 6257 7607
E: canberra@mezzaninefinancial.com.au
Financial Client Service Agreement