Defined Benefit Schemes
Fortis Financial Planning are knowledgeable and experienced with regard to Commonwealth Government defined benefit schemes such as the CSS and PSS.
These schemes have very different rules to typical superannuation schemes, need special consideration and have specific and unique strategies available.
Our principle financial adviser Dennis Souksamlane has substantial experience in this area. Dennis has been the financial adviser to more than 1,000 Commonwealth public servants and is able to include advice on your defined benefit scheme within a comprehensive financial plan, making sure that all components are working effectively together to achieve your life goals.
To speak to one of the Fortis Financial Planning advisors, call us on +61 2 9267 0108 or make an enquiry.