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:
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Redundancy advice — if you’re about to receive a payout (or already have received one), our team can help you maximise the tax-effectiveness of your payout.
- Retirement planning — the lifestyle you aspire to in retirement is important today. You need to plan well in advance so that your retirement is a continuation of your current lifestyle.
- Pensions and allowances — we can help you to structure your finances to maximise any Centrelink benefits you may be entitled to.
- Superannuation — maximise your retirement savings. Clark Greenham Financial Services can help you make the most of government incentives such as effective taxation treatment.
- Self Managed Super Funds (SMSF) - investment and administrative advice relating to the efficient, effective management of this increasingly popular way of saving for your retirement.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family in the event of death, illness or injury.
- Estate planning — we work in conjunction with your solicitor, to give you peace of mind to ensure your estate passes smoothly to the people you choose and in the most tax-effective manner..
- Investment advice, review, implementation and reporting — We can provide you with:
- initial professional advice
- implementation of your wealth strategies,
- ongoing personalised reviews
- and thorough yet easy-to-read reports on your investments.
We are not registered tax agents, however through our professional relationship with PKF Business Advisers we can also provide accounting services that are integrated with your overall financial plan.