Encircle Financial Services

Financial planning is more than just managing your savings and investments. It’s about ensuring that your future lifestyle is as good as it can possibly be. You work hard so why not make sure your money is working as hard as you are. An Encircle Financial Services adviser can strategically help you achieve your financial goals. Northern Inland Members are eligible for a complimentary no-obligation consultation with a financial planner, book an appointment today on their website or speak to one of our staff members to arrange.

How financial planning can help you

Financial advice can make a big difference at every stage of life. A financial planner can help you with different investment strategies for different circumstances, such as:

  • Planning the retirement lifestyle you want
  • Helping you make the most of your superannuation opportunities
  • Maximising your eligibility for Centrelink benefits
  • Managing your investments tax-effectively
  • Making your income go further by investing wisely
  • Structuring your assets effectively if you are self-employed
  • Planning your finances following a redundancy or when changing jobs
  • Planning on how to protect your wealth

About Encircle Financial Services

Encircle Financial Services is a leading and highly respected wealth management business which can provide you with advice on wealth creation, pre and post retirement planning, risk insurance, estate planning, margin lending, and much more.

Many people are aware that they need professional financial advice but are unsure of where to start.

The quest isn't simply to find a planner but more importantly, to find a planner you feel you can trust. An Encircle Financial Services adviser will provide you with advice that meets your needs and will continue to offer advice and service, long after the initial investment has been made.

See a financial planner

To arrange a free no-obligation consultation with a financial planner, complete an Encircle Financial Services enquiry form today on their website or speak to one of our staff members to arrange.

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Important Information

Northern Inland Investment Services Pty Ltd trading as Encircle Financial Services Pty Limited, ABN 83 117 341 134, is a Corporate Authorised Representative of Consultum Financial Advisers Pty Ltd, ABN 65 006 373 995. AFSL No. 230323. In referring Members to Encircle, Northern Inland Credit Union does not accept responsibility for any act, omissions or advice of Encircle and its authorised representatives.