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.
- Super accumulation
- Non-super accumulation
- Debt management
- Gearing strategies
- Asset allocation
- Risk profile
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.
- Life insurance
- TPD [total and permanent disability] insurance
- Trauma insurance
- Income protection
- Business expense cover
- Key person cover
- Buy/sell agreements
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
- Imputation credits
- Tax minimisation
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.
- Estate planning
- Wills, incorporating testamentary discretionary trusts
- Powers of attorney
- Appointment of enduring guardianship
- Nomination of beneficiaries
- Letter of wishes