The Ferizis Group

Our Services

Solutions across the full range of wealth services.

We help people across a range of disciplines.

The Ferizis Group area’s of expertise include:

Tax & Accounting

Business Advisory Services

  • Cash Flow & Profitability Analysis
  • Business Advice & Structuring
  • Strategic Planning

Financial Planning

  • Projection Modelling
  • Personal Cash Flow & Lifestyle
  • Personal Protection

Superannuation

  • Retirement Planning
  • SMSF Advice & Establishment
  • Technical Advice

Lending

  • Homeloans & Refinancing
  • Personal & Business Loans
  • Learn more at Loan Advantage

Wealth Management

  • Wealth Creation
  • Personalised Investment Portfolios
  • Intergenerational Wealth¬†

How It Works

We keep the process simple, independent of the complexity of your finances.

Consultation

An initial conversation to understand more about your specific situation and how we can help you progress towards your goals.

Strategise

A more in depth meeting where we outline the specific strategies that enable you to achieve your goals and answer your questions.

Implement

If you decide to proceed with the strategies, we help you every step of the way. We will continue to fine tune your strategies over time.