Our Advice

Financial Planning & Strategic Services

  • Strategic Advice and Tax Effective Advice

  • Wealth Creation and Wealth Building Investment Advice

  • Inheritance and Estate Planning Investment Advice

  • Superannuation and SMSF Advice

  • Retirement Planning and Aged Care

  • Cash-flow Modelling and Spending Plans - key to your success

  • Debt Management

  • Risk Strategies

  • Introduction to other professionals and specialists as required - Aged Care Special Officer, Accountants, Lawyers

  • Lending Solutions

 
 

Strategic Advice

What is it?

  • helps you make smart decisions in order to reach your goals

  • is product neutral

  • needs to be monitored - it is absolutely vital to keep cashflow on track

  • identifies the quiet achievers of net wealth — surplus income, compounding and time

  • pinpoints the silent assassins of net wealth —lifestyle debt, taxes and lack of monitoring

A good company doesn’t just look at profit, it keeps a close eye on both revenue and expenses.

Our Step-By-Step Process

  • Getting this right is critical:

    • Discovering what drives you

    • Exploring differences with your partner

  • Analysing your current situation and identifying potential changes in the future, to ensure you can maximise your opportunities.

    • Undertaking the assessment of various financial scenarios

    • Working together in order to agree upon the best way to use your income, assets and debt to maximise your potential to achieve your goals

    • Identification of risks

    • Discussion of your options and determining what risks you feel comfortable with

  • Maximises the prospect of reaching your goals and living your best life.

    Since life is full of changes, we ensure regular progress checks and adjust your plan as needed.

We use cutting edge technology:

  • to help you visualise the outcome of different decisions

  • to help you understand the impact of both large and small decisions on your goals

  • to help you monitor your progress and identify when you are off target

  • we use mobile applications to make your life simple

 
 
 

Wealth

Management Strategies

  • Wealth Creation - getting started

  • Wealth Building - accumulating 

  • Inheritance and Estate Planning Investment

  • Superannuation and SMSF 

    • Rollover or Combine funds

    • Find Superannuation

  • Retirement Planning and Aged Care

  • Cashflow Modelling and Budgeting

  • Debt Management 


Risk Strategies - Insurance

  • Income Replacement    

  • Life and Disability Cover

  • Critical Illness/Trauma Cover

  • Business Protection Insurance

    • Business Owners Insurance - Buy/Sell

    • Key Person

    • Business Expenses

We care about our clients

  • We take the time to understand what matters to you and what drives you.

  • We believe each person has their own individual values and definition of success. 

  • We focus on finding the right strategy for you and do not push products - in house or otherwise. 

  • We access the expertise of investment managers who monitor investment markets on a daily basis, allowing us to spend more time with you and to deeply understand your goals.

We add value. 

We partner with you to build your wealth to achieve your goals

  • freedom of choice

  • less stress

  • connection and time with the people you love

  • being in a position to help your community and help the causes you feel most strongly about

  • be in control

  • provide for your loved ones

Our goal is to help you be the best version of yourself and live your best life!

Do you:

  • want to build wealth?

  • want to manage existing wealth?

  • want to hand over your investment management so you can concentrate on what you do best?

  • have complex financial needs and need advice?

  • feel uncertain about what to do and where to start with financial concerns and goals?

  • worry about maintaining your lifestyle in retirement?

  • expect (or have received) an inheritance and need advice on the best strategy for you?

  • want the guidance of an experienced caring professional?

  • want an impartial person to engage discussions with loved ones to ensure you align your priorities?

  • want to spend and invest wisely?

  • want to have less stress and increase your wellbeing?