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.

·         Superannuation — superannuation is a great way to maximise your retirement savings. R Cubed Pty Ltd can help you make the most of government incentives such as effective taxation treatment.

·         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.

·         Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.

·         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.

·         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.