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.
- Mortgage and equity release advice — we can advise on the options available to both young couples and retirees to maximise the use of the equity in their home.
- 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. Pro-Active Advice can help you make the most of government incentives including effective taxation treatment.
- Self-managed superannuation — NextGen specialises in providing advisory services & education for self-managed superannuation fund Trustees.
- 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.
Specialist Services for UK & Irisk Migrants:
- We supply a full range of services tailored to those moving or recently moved to Australia including advice threough the minefield of UK Pension Transfers and then all the services listed above that will be essential to assess when you settle in Australia.
Through our relationships with PMK Partners in Castle Hill, Stuart Berry and Ann Evans in Port Stephens and the Hunter Valley we can also provide accounting services that are integrated with your overall financial plan.