Smarter Financial Advice
It all starts with you. We’ll work with you to make smarter decisions about your money to ensure a more financially stable future. First, by navigating a path to where you want to go, and then implementing a tailored financial plan for each stage.
A tailored financial plan may look at budgeting, debt reduction, investment strategies, superannuation and SMSFs, tax efficient investments/ structuring, and protection for you, your family and your assets, as well as estate planning.
Proactive Wealth Management
Set it and forget it? No more. Your money needs a far more proactive plan behind it to improve your overall wealth position. And that’s where advice tailored specifically for you really counts. We leverage powerful investment research and decades of expertise and put it to work on your behalf.
Our services include investment management, insurance, estate planning, taxation, cash flow management, debt management, superannuation, SMSFs, charitable giving, financial structuring, gearing and specialist products.
Switched-on Superannuation
Don’t be complacent with your superannuation; it honestly won’t look after itself.
While Superannuation can be a tax-effective way to build wealth in the longer term, you’ll need strategies that are designed for you – wherever you are in life.
We can help with consolidating funds, salary sacrificing and personal contributions.
Powerful Self-Managed Super Funds (SMSF)
If you want a more active, hands-on Superannuation strategy for your retirement, we can set you up with a SMSF. These can provide a range of clever investment options and tax benefits.
SMSFs hold almost one-third of all money invested in superannuation funds in Australia today. They’re becoming increasingly popular because of the control and flexibility they offer – but there are advantages and disadvantages.
We’ll walk you through all the options available to you for wealth creation this way, including tax advantages, investment choices, pooling superannuation together for more opportunities, and better access to potentially stronger wealth-building opportunities.
Investment Strategies
A good investment strategy is always aimed towards your goals, while being kept under
control from volatility and market shifts.
We spread the risk by investing directly in both local and international assets to achieve your investment goals, using capital growth, income, capital preservation, and tax efficiencies.
Through access to many different investment structures and platforms,
we can simplify your investment options, and open up choices to domestic and international shares,
managed funds, unlisted property trusts, fixed interest, debt securities, hybrid securities and cash
– all within the one investment vehicle.
Personal and
Business protection
Any tailored financial plan should not only enhance or preserve your wealth – it needs to also protect it should something happen to you. ‘It’ll never happen to me’ often does – and sometimes sooner than you think. That’s why the right time to look at protecting you and your assets is, well… right now.
Such risk management is about ensuring your business, personal plans and lifestyle are all secured, simplified, and watertight for today – and tomorrow.
Estate Planning
One of the most rewarding aspects of wealth management for many clients is making sure that
whoever is left behind can benefit from their hard work and legacy.
But an effective estate plan also makes sure your funds go to the right people, at the right place, at the right time. We can help talk you through the various ways you can draft an estate plan, including Wills, Enduring powers of attorney, Super funds (including SMSFs and binding death benefit nominations), Discretionary family trusts, Testamentary trusts, Non-superannuation trusts, Non-super investments,
Life insurance and Business succession plans.
