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.
- Superannuation — superannuation is a great way to maximise your retirement savings. Hindmarsh Square Wealth Advisers can help you make the most of government incentives including beneficial taxation treatment.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens. The cover available includes Life, Total and Permanent Disability, Trauma and Income Protection.
- 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.
- Retirement planning — we can help you reach the lifestyle you aspire to in retirement.
- Mortgage Broking (specialist advice) - we assess your situation and then work with over 30 different lenders to source the most competitive rates, terms and conditions to suit your needs.
- Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
- Estate planning (specialist advice) — 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. If you don't have a solicitor, we would be happy to recommend a professional who can assist.
- Access to buying and selling shares — shares can play an important part in any wealth accumulation strategy. We can recommend a number of reputable stock brokers to facilitate your direct share transactions.
- Redundancy advice — if you’re about to receive a payout (or already have received one), we can help you maximise the tax-effectiveness of your payout and prepare for your next job.