At Plan Protect Retire, we have the expertise, experience and resources to help you build and protect your financial freedom.
Established 1st July 2020, Plan Protect Retire has become a leading provider of financial advice with a dedicated team who thrive on this ever-changing, fast-paced environment.
We would like to introduce you to our team.
Melissa Kramer
DipFP ADFS AFP®
Melissa Kramer
Melissa Kramer
DipFP ADFS AFP®
Melissa understands the challenges that regional and rural communities face in accessing quality financial advice. Having lived in avariety of places and then settling in the south east she appreciates the tranquillity of the rural lifestyle.
As an Authorised Representative, Melissa believes in guiding her clients to achieve their goals by employing strategies that maximise opportunities throughout the various stages of their financial future. She achieves this by helping her clients take control of their financial situation through education and mentoring with the offer of an ongoing support program; with the benefits being clients achieve peace of mind that they are in control of their financial future.
Services offered
I am authorised to provide advice in the following areas:
- Personal Insurance
- Superannuation
- Budget and cashflow management
- Debt management
- Investments
- Retirement planning
- Centrelink/DVA
- Estate planning
- Gearing / Margin lending
Products offered
- Life insurance products
- Superannuation
- Deposit products
- Pensions and annuities
- Retirement savings accounts
- Managed investment funds
- Investment bonds