How can we help
Life happens so we are here to help you manage and plan for whatever else comes your way – marriage, children, divorce, promotion, redundancy, career change, business sale, inheritance, retirement and aged care. All have their nuances but we’ll work with you to understand the financial implications of each and put appropriate plans in place.
We partner with you to provide:
Your superannuation is likely to be one of your greatest assets. Accumulated throughout your working life, it’s literally your investment in your future. We’ll work with you to identify strategies to optimise your tax position to give your super a real boost. There’s never a time that’s too early, or too late, to maximise your super.
Whether it’s a transition to retirement strategy you want to consider or maybe it’s time to start drawing an income stream from your super, we are here to help you retain your independence. But we are also here to you help navigate the complexities of social security that may arise along the way.
Being overwhelmed by the number of possible ways to invest your money affects almost everybody. However, it’s important to remember that it’s the number of available investment products that make it overwhelming and not the strategies that will set you on the path to your specific financial goals.
Whether you’re looking into aged care for yourself or a loved one, navigating the complexities of aged care options can be difficult. We can help guide you through the process and will take the time to understand your individual circumstance, then give you clarity on the available options, the costs involved and strategies, allowing you to make the best decisions for you or your loved one.
You’ve worked hard to build your wealth, so you want to ensure that its protected. Estate planning involves more than just updating your Will. It also examines your finances, keeps your money responsibly invested and provides you with a clear plan about the transition of any wealth or assets you hold in companies, family trusts, or superannuation funds, taking into account financial efficiency and tax effectiveness.
We explore what you would like to have happen if you are no longer around, or are unable earn your future salary, so that you can make the right decisions regarding how much cover is enough for your needs and your peace of mind. Where there is a need to balance the amount of cover with the affordability of the insurance premiums, we will discuss your options so that you can make the right decision.