As an authorised representative of Active Financial Management*, Phillip Dibben (AR 420261) offers multi-generational family groups financial planning solutions that consider all aspects of their personal, business and farming lives.
Our services include:
- Wealth creation – investments, asset management, debt management, budgeting
- Personal insurance – strategies for risk exposures either personally or within agri-businesses and tailoring policies designed to suit often complex needs
- Superannuation/SMSF – assisting our clients to determine the most appropriate vehicle for their specific individual circumstances
- Retirement planning – helping our clients to create their retirement lifestyle particularly within the context of multi-generational agri-business and property ownership
As an authorised representative of Active Financial Management, Phillip delivers truly bespoke solutions for our clients.
This information is of a general nature only and neither represents nor is intended to be personal advice on any particular matter. Active Financial Management strongly suggests that no person should act specifically on the basis of the information in this website, but should obtain appropriate professional advice based on their own personal circumstances.