Services

We initially focus on determining your long term and short term goals and objectives. What do you want to achieve? What timeframe do you have in mind? Where do you see yourself in the future compared to where you are now?

We also discuss your risk acceptance during unpredictable times within the market, to ensure you remain comfortable with your plan at all times during the Wealth Creation process. We can then work closely with you to tailor a financial plan to achieve the lifestyle you truly desire.

We focus on providing you with:

• Peace of Mind
• Attainable Lifestyle
• Comfortable Retirement

We have a motivated team ready to provide personalised advice, with proper assessment of your goals and comfort with risk.

We spend so much time meeting the demands of daily life that we don’t take time to think and plan for what would happen if we were unable to work or if something major happened to one of our family members. When things in life are moving so fast, it’s only brought to mind when something happens and then it’s too late!

We provide you with a comprehensive risk and estate planning service that is designed to provide you with the peace of mind that you and your family will be financial protected, in the event of death or disability. We draw on our Tax and Financial Planning experience, to not only choose an insurance policy that protects you but also fits within your overall financial strategy and budget.

Our analysis will determine your ideal level of cover and from there we can discuss what level is suitable to your needs and affordability. We have access to a wide range of insurance providers and will assist you to select an appropriate policy or review any existing policies you have.

We provide you with a comprehensive investment services, designed to not only provide strong investment returns but to ensure that you are free from the day-to-day hassles and administrations of managing an investment portfolio.

We encompass a holistic approach to investment management, similar to that undertaken in your Financial Planning process.

A robust investment process, based on fundamental research, combined with cutting edge Portfolio Management techniques (and technologies), ensures efficient and timely management of your asset allocation and individual investments, even whilst you are away on holidays or otherwise un-contactable.

Superannuation is a key element of achieving your lifestyle goals in retirement and beyond. Through Employer Contributions and monies contributed form your personal cash flow, you can create a nest egg to fund your post retirement lifestyle.

We can assist in:

• Retirement funding to provide the lifestyle you desire
• Investing in the most appropriate fund
• Determining overall management costs
• Superannuation Splitting strategies
• Government Co-Contributions