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:
- 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. Our firm can help you make the most of government incentives such as effective taxation treatment.
- 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. Through our relationship with Citi Smith Barney, we can provide stockbroking services in regards to which shares to buy or sell.
- Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
- 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.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.