Larren Duke Partners provides a wide variety of services which should be able to handle what you are looking for.
If you are unsure of the services you are after, feel free to contact us and we can have a chat able what you need, if we do not have what you are after, we are more than happy to point you in the direction of someone who can help you.
Financial Planning Advice
All your needs for analysing your current financial situation and assessing your goals and objectives to help you best plan for retirement and managed your retirement, taxation strategies, and estate planning.
Investment Portfolio Construction and Management
Whether you are looking for a traditional investment portfolio, Environmental Social Government (ESG) portfolio, or an investment portfolio which aligns with your religious beliefs, we have a variety to consider based on your preferred risk profile.
Self-Managed Superannuation Funds
Do you already have a SMSF or are you considering one? We can help in advice and management and ensure the investment strategy is in line with the Trust Deed and Investment Strategy. We also provide annual Income Streams reporting to Centrelink for your SMSF.
Investment Advice for Deceased Estates
Are you and Executor of an estate and need help selling off and disposing of investments from an Estate? Even if you are not a current client of ours, we can help Executors of Estate with the sale and distribution of investments of the deceased estate.
Buy and Selling Direct Shares
We are able to provide all your needs for buying and selling direct shares. Whether you have CHESS or Issued Sponsors Shares, we can help end to end at very competitive rates.
Family Trust Advice and Management
Do you already have a Family Trust or are you considering one? We can help in advice and management and ensure the investment strategy is in line with the Trust Deed
Investment Advice for Charities
Do you already have a Charity or are you considering starting one? We can assist in the portfolio management of the investment portfolio to ensure it meets it objectives and maintain it longevity.
Services Australia
Are you in need of support with Centrelink? We are a designated third-party firm which can assist you in your dealings and act on your behalf with Centrelink.
Insurance
We can help you with all your personal insurances from Life, Total & Permanent Disability (TPD), and Income Protection. We can help you with your claims on insurance policies, you do not need to go to a lawyer to do this and we can save you thousands of dollars in doing so.