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Our Services

Our mission is to be your family’s trusted financial adviser, helping you build wealth, save tax and make smart financial decisions about your future.

We’ll do all the hard work for you, including monitoring the market and staying informed on all the latest changes to banking, superannuation, tax, insurance, economic policy and investments. You can stay across the details as much or as little as you like—we love talking money but understand that not everyone does!

No matter where you are in your financial journey, we’ll help you define your goals and clarify what kind of lifestyle you want to enjoy, now and in the future. Then we’ll assess your current financial situation and create a financial strategy to get you where you want to be.

We’ll use this strategy to help you stay accountable and on track to achieve your financial goals. Of course, we know things never stay the same in life. That’s why we will regularly review your financial plan and make adjustments after big life events such as having a baby, getting married, losing your job, dealing with illness, getting divorced, losing your partner or becoming a carer.

Our team is always there to support you with coaching, mentoring, advice and administrative support, with the personal attention and caring attitude that our clients love.

 

Financial Planning Packages

We provide two introductory packages to help clients get started on their pathway to wealth. Of course, if you don’t fit comfortably into these categories, we are happy to design a tailored package just for you.

Private Wealth

Our private wealth clients are professional, high net worth individuals who need access to an experienced financial adviser 24/7 and trust us to handle every aspect of their personal and business finances.

Personal Insurance

Insurance is essential for anyone who has a family, as well as those who have assets and debts. It offers peace of mind that your family will be looked after and your bills paid, if the unexpected occurs.

Corporate Services

As a business owner, your biggest and most important asset is your employees. The more value you can provide as an employer and the more confident your employees feel about their financial future, the stronger and more sustainable your business will become.

Self-Managed Super Funds

A Self-Managed Super Fund (SMSF) is a superannuation fund that you own and manage. It gives you complete control over how your retirement savings are invested, with the flexibility to take advantage of investment opportunities quickly and in a tax-effective manner.

Estate Planning

An estate plan is a series of documents that outlines how you want your assets distributed after your death, as well as who will make decisions about your legal, financial, medical and lifestyle affairs if you become ill or cannot make these decisions for yourself.

Retirement Planning

As the life expectancy of Australians continues to rise, so does the length of time that many people will spend in retirement.

Aged Care

While many people plan for retirement, they often forget to consider how they’ll fund their lifestyle when they’re no longer able to look after themselves. As a result, family members are often left to deal with complex government requirements and pay for expensive residential aged care facilities, at what is often an emotional and overwhelming time in their life.

Want To Know More About Our Financial Services?