Our Services

Our Services

The transition from working life to retirement can be challenging, that is why Carrington Myers Financial Services offer the best care and advice to support clients through this next phase of life.

As a CFP and CPA, we regularly collaborate with trusted professional across a wide range of industries to offer a full suite of financial support.

• Superannuation, Retirement Planning,
  • Account-Based Pensions
  • Self-Managed Super Funds (SMSF)
  • Annuities

Click here to watch our Retirement Planning video

• Investment AdviceManaged Funds
  • Direct Shares
  • ETFs
  • Managed Funds
• Centrelink Advice – we are Centrelink experts.
• Aged Care Advice
• Personal Risk Insurance

Personal Risk Insurance

Our ability to earn an income is our most important financial asset, yet many people do not realise that their assets and income are not protected.  Sometimes life can present significant challenges such as illness, accidents, and the unexpected death of a loved one.

Investing in insurance is key to protecting what you have worked and saved for, so that in the event of a significant life change, your assets are protected, giving you and your family the peace of mind, they deserve.

Click here to watch our Income Protection Video.

Personal insurances may include:

• Income Protection Insurance

Income protection insurance covers you when life hits hard, and you need support due to being sick or injured. Click here to watch our Income Protection Insurance Video.

• Life & Total Permanent Disability Insurance

The loss of life or being involved in a tragic accident is something you can’t always plan for. By having life and total permanent disability insurance, be assured that you and your family will be financially supported when you may need it the most.

Click here to watch our TPD Insurance Video.

• Key Person Insurance
  • Similar to life insurance, this is paid to your business in the event of loss of earnings or injury-related claims.
• Business Expense Insurance
  • This insurance can cover monthly benefits for self-employed and small business owners, including business expenses should you be unable to work for up to 12 months.
• Trauma and Critical Illness Insurance
  • If you are diagnosed with a severe medical condition such as cancer or experience a stroke or a heart attack, this insurance pays a lump sum of money to help cover some of the costs associated with recovery.

Click here to watch our Trauma Insurance Video.