Superannuation

Addison Partners has a dedicated superannuation team specialising in Self Managed Superannuation Funds.
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Financial Services

We have a financial services division that provides a range of banking and finance options ...
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Financial Planning

Our financial planning division provides comprehensive advice and ongoing service ...
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Accounting Services

We can provide you with a range of accounting and business services including taxation, audit, business advice and corporate administration services ...
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News & Events

Read more about our latest news and events. Addison Partners also supports local communities ...
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Financial Planning

Addison Partners can provide you with financial planning, investment advice and succession planning through our affiliation with Avenue Capital Management. The CEO and Managing Partner of Addison Partners, Mark Peper, was appointed to the Board of Avenue Capital Management in 2009. Stephen Garrett, the Chairman of Avenue Capital Management, is also involved in providing strategic advice.

A successful financial plan is the result of an effective partnership between you, the client, and your financial planner, from the beginning and over your investment lifespan.

Our financial planning services include:

Investment Advice
Tailored Investment Strategies
Managed Portfolio Services
Estate Planning
Regular Savings Plans
Superannuation and Rollovers
Allocated Pensions
Life and Disability Insurance
Income Protection
Business Succession Planning