What we can do for you
We all have things in life we want to achieve, but there's often a gap between where we are now, and where we want to be.
But sometimes it's not just a gap...it's a complete unknown path. We don't actually know how to get there.
Maybe it's paying off your mortgage faster, building up funds for a rainy day, saving for the kids education, or retiring with a comfortable lifestyle.
Whatever it is, you need direction. You need to know what to do, when, how and why.
Establishing a strategy to accumulate wealth through investments in and outside of your super can provide you with more choices later in life.
Protecting yourself and the people you care about, is just as important as creating and building wealth. Planning for the "what if's" can help you sleep soundly.
TPD [total and permanent disability] insurance
Business expense cover
Key person cover
Planning for a happy retirement starts many years beforehand. We help you maximise your money so you can live a comfortable and enjoyable life.
Retirement income streams
Ensuring your wills and estate plans are in order, helps take care of those you leave behind. If leaving a legacy is important, we'll ensure that the right funds are directed to the right people at the right time.
Wills, incorporating testamentary discretionary trusts
Powers of attorney
Appointment of enduring guardianship
Nomination of beneficiaries
Letter of wishes