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).