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.
- Self-managed superannuation funds (SMSFs) — investment and administrative advice relating to the management of this increasingly popular way to save for retirement.
- Personal risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
- Business risk insurance — you've worked hard to build your business, but would it continue to provide for you and your family in the event of serious illness, disability or death of you or your business partner? We can help you protect your business with the appropriate risk insurance you need to safeguard your business and your income.
- Business succession planning — what would you do if you or your business partner died or were seriously injured and couldn't work again? A properly constructed business succession plan considers these issues and options for covering the cost of acquiring yours/your partner's share of the business and ways to protect your business.
- Superannuation — superannuation is a great way to maximise your retirement savings. Chiltern Peak can help you make the most of government incentives including effective taxation treatment.
- 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.
- Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
- 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 provide you with 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.