Limestone Financial Planning

Limestone insurance and financial servies

07 3812 7122

Welcome to Limestone Insurance and Financial Services – Financial Planning Division


Welcome to Limestone Insurance & Financial Services. Advice you can trust, with service you deserve and no nasty surprises. That’s what we’re about.

We offer financial advice in Ipswich and surrounds (at our office), or home appointments in the Western suburbs, Southern suburbs and Logan for:

  • Life insurance, Income Protection, Total & Permanent Disability (TPD) & Trauma insurance
  • Claims for Life, TPD or Income Protection insurance within super
  • Superannuation reviews & strategies such as salary sacrifice (we can review just about any super fund on the market for you)
  • Managed Investments
  • Retirement planning; including Centrelink Pension advice & transition to retirement advice

We have a stringent advice process to ensure that we act in your best interests at all times. Most importantly, we care about our clients and have great satisfaction when we see the financial success that many of our clients have experienced through our financial advice and guidance.

Your first appointment is always free* and there is no obligation to proceed. The first appointment is about us getting to know you, and for you to determine whether you feel comfortable and confident dealing with us while assisting you with your financial advice needs.
So why not book an appointment and have a chat with us – on us!

Book online and choose your appointment time

Limestone also has a Business and General Insurance Division specialising in insurance for Public Liability, Commercial vehicles, Farms, Hospitality, Retailers & Professionals, Tradespeople, Small Business packages as well as Home & Motor insurance. Click here to visit the website and find out more.

 

* The first appointment is free for new clients of Limestone Insurance & Financial Services. A fee may be charged if you proceed with a Financial Plan. (We will provide an accurate quote for a Financial Plan, after which you can decide if you want to proceed). Some or all of our advice fees may be able to be paid via your super, depending on the type of advice you are requesting. 

General Advice Disclaimer

Information on this site may be regarded as general advice. That is, your personal objectives, needs or financial situations were not taken into account when preparing this information. Accordingly, you should consider the appropriateness of any general advice we have given you, having regard to your own objectives, financial situation and needs before acting on it. Where the information relates to a particular financial product, you should obtain and consider the relevant product disclosure statement before making any decision to purchase that financial product.

Mitastone Pty Ltd ABN 89 154 320 528, Corporate Authorised Representative No. 416405 & Salija Pty Ltd ABN 34 155 261 528, Corporate Authorised Representative No. 424093, T/A Limestone Insurance and Financial Services, are Corporate Authorised Representatives of Aon Hewitt Financial Advice Limited, ABN 13 091 225 642, AFSL No. 239183, Level 33, 201 Kent Street Sydney NSW 2000.