About Susan Baker Financial Planning
Susan Baker Financial Planning offer custom financial plans to provide some clear direction and an action plan, and help you get it underway. We put you first, taking the time to understand you and what's important to you, and we have your best interests at heart. We offer the full range of financial planning services including, retirement planning, investment planning and superannuation. If you're looking to make sure your future is covered, ask Sue about aged care planning and personal life insurance, for peace of mind. Sue Baker is a self-employed Certified Financial Planner™ based on the Mid North Coast. For an appointment to discuss your financial future, call Sue on 02 6551 7577 today.
Services
Personal financial planning
Investment planning
Life insurances
Advice & information
Annuities
Centrelink
Estate planning
Gearing
Investment strategies
Pensions
Portfolio management
Redundancy
Rollovers
Salary packaging
Social security planning
Personal financial advice, strategies & products
Retirement planning
Aged care financial advice
Retirement income streams
Budgeting & cashflow management
Debt consolidation, reduction & management
Income insurance & asset protection
Managed funds & investments
Self-managed super funds & superannuation
Tax planning
Government benefits
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Media
Amenities
Ways to Pay
Account
BPay
Direct Debit
EFT
Visa
Licences
Certified Financial Planner
Justice of the Peace
Corporate Authorised Representative (No. 1284740)
Australian Financial Services Licence No. 223135
Member of the Financial Planning Association of Australia
Authorised Representative No. 242862
Frequently Asked Questions
Does Susan Baker Financial Planning work with clients remotely?
Yes, Susan Baker Financial Planning works with clients remotely. They offer virtual meetings and online tools to make it easy for clients to access their financial information and stay in touch with their advisor. This can be especially convenient for clients who live far away or have busy schedules.
What kind of financial planning services does Susan Baker Financial Planning offer?
Susan Baker Financial Planning offers a range of services that are tailored to the specific needs of each client. Some of the services offered include retirement planning, investment planning, personal insurances and more.
Susan Baker Financial Planning