Our services
Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:
- Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
- Retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
- Superannuation — superannuation is a great way to maximise your retirement savings.
- Self-managed superannuation funds (SMSFs) — investment and administrative advice relating to the management of SMSFs.
- Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
- Estate planning — working in conjunction with your solicitor, we can help ensure your assets pass smoothly to the right people and in the most tax-effective manner.
- Access to buying and selling shares — shares can play an important part in any wealth accumulation strategy.
- Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
- Redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the effectiveness of your payout and prepare for your next job.
- Referrals — we offer referrals to a range of other professional consultants, giving you a holistic service.
Through our relationship with AFS & Associates Pty Ltd we also give you access to accounting services that are integrated with your overall financial plan.