Testimonial - Elizabeth Huggins We felt so comfortable talking with Elizabeth about our insurance. She is able to find a perfect balance in professionally talking to us about the insurance side of things and sharing an interest in our lives with her caring and friendly nature. We would absolutely recommend her services to anyone. -Helen, Glamorgan Vale.
Retirement and Age Pension advice
Testimonial - Hosanna Smith We have always found Hosanna most helpful and prepared to suggest alternate investments. She is always prepared to discuss our financial situation and we feel totally at liberty to seek her advice when required. We would have no hesitation in recommending her to anyone seeking financial advice. - Barbara & Graham from Parkinson, Queensland
Testimonial - Elizabeth Huggins The care and attention she has put into all interactions with us was just wonderful, she has made the whole process easy for us and thankfully she addressed more than just our enquiry for life cover, all in all we now have a comprehensive cover to suit all our needs. I have no hesitation in recommending Elizabeth.-Jackie, Ipswich, Qld
Aged Care Advice
Testimonial - Hosanna Smith With me not having the time to put the required effort into organising my finances, it was great to find someone I could trust to do so. I would have to describe Hosanna as the best financial planner in the Universe, without a doubt. - Paul R. from Fernvale, Queensland
Welcome to Limestone Insurance and Financial Services - Financial Planning Division
Welcome to Limestone Insurance & Financial Services, where you come first. Advice you can trust, with service you deserve and no nasty surprises. That's what we're about.
We offer financial advice face-to-face in Ipswich (at our office), or home appointments in Springfield, Gatton, Browns Plains, Logan, Brisbane and Beaudesert /Jimboomba areas. Call us on 07 3812 7122.
Your first appointment is always free1 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 to assist you with your financial advice needs. So why not book an appointment and have a chat with us - on us!
We offer financial advice in Ipswich and surrounding areas 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)
Retirement planning; including Centrelink advice & transition to retirement advice
Centrelink, Disability Pension, Age Pension & DVA advice and strategies
Estate Planning Service (Wills and Powers of Attorney, in conjunction with a Solicitor)
Aged Care Financial Advice with our Accredited Aged Care ProfessionalTM
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.
1. 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.
Appointments in: Ipswich Springfield Gatton Browns Plains Logan Brisbane Jimboomba
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.