Our services
We believe that we are better able to add value to our clients by having specialists advise in their area of expertise. Collectively we are able to provide a 'complete solution'.
- Wealth Accumulators — Our services allow us to project manage our clients through their ongoing tax needs, insurance requirements, diverse asset and investment portfolios, estate planning and develop relationships with both their lawyer and accountant. We understand that our clients are busy and give them the one thing money can't buy...time.
- Strategic Reviews — We build ongoing relationships with our clients that allows us to assist them through the different stages of their lives. We provide advice in areas such as superannuation, retirement income streams, cashflow management and estate planning issues.
- Investment — We aim to construct robust, long-term portfolios tailored to meet our client's desired objectives. They have expertise in managed funds, direct shares and alternative asset classes including unlisted property trusts, hybrid debt, initial public offerings and agribusiness projects.
- Risk Management — Providing specialist advice in relation to life insurance, trauma cover, income protection, business expenses and total and permanent disablement cover. We address the "what if" questions concerning our client's risk management.
- United Kingdom Pension Funds Transfer — A specialist service for clients who have UK pension funds and wish to transfer them into an Australian superannuation fund.
- Paraplanning & Client Service Officers — We have specialist paraplanning and client service support team members. The paraplanners are financial strategists who are focused on the development of financial plans. Our client service officers are focused on process and attention to detail to ensure that all compliance requirements are met.