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57 Kembla Street
WOLLONGONG NSW 2500

PO BOX 733
WOLLONGONG NSW 2520

P. 02 4227 3600
F. 02 4227 6755
E. info@leveloneasset.com.au

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Financial Planning Association of Australia

Personalised Service Committed to your Future

Level One Asset Management is a progressive firm that is dedicated to assisting individuals to structure their financial affairs to achieve a variety of outcomes. Privately owned and professionally run, Level One Asset Management services a quality client base that recognises and appreciates the importance of well constructed advice.

We provide a personalised service that focuses in the area of superannuation, with an emphasis on self-managed superannuation funds (commonly referred to in the media as Do It Yourself Superannuation Funds). These funds are a vehicle that allows a more tailored approach to the all important area of retirement planning.

While the self-managed superannuation fund market has exploded in recent years across the country, and has been hailed as ‘ the new growth sector of the industry’, our advisors have been specialising in this field since 1994. We believe in a holistic approach to planning for your future, and that the most important feature in the planning process is that you and your needs are catered for.

Level One Asset Management is a member of the Financial Planning Association, which is the peak professional body for the financial planning industry in Australia.