what we do

INVESTMENT ADVICE

Our service is tailored to the client’s need, we assist them to plan and diversify their investments in different assets such as cash, fixed interest, property and Australian and international shares. Before providing any advice, we do research via our different research houses Morningstar and Lonsec. Our Financial Advisers may discuss possible investment options before finalising their recommendations several times to ensure best possible outcome.

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financial strategy

Every client has different needs and we always work with them to develop the most suitable strategy to meet their current and future needs and meet their financial objectives. From the very first meeting we always try to understand the client’s goals and aspirations. The best way to learn about this, is always with a face to face meeting, where we can create an emphatic relationship with clients and help them achieve their goals.

BUSINESS SUCCESSION PLANNING

We ensure that businesses continue to run smoothly after business’ most important people move on to new opportunities, retire, or pass away. A good and effective succession plan will help the business transition to its remain owners. For managers and employers, it’s a proactive measure that gives them an alignment of talent development with the company’s future leadership need. By planning well in advance we help our client to maximise the value of their business and enable it to meet future needs.

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INSURANCES

Insurance provides the money a person needs when things go wrong.  We assist our clients to choose the right life insurance, TPD and income protection solutions to ensure they are looked after financially. We gather information from any current policy, and we compare it with other relevant products on the market that may have better features. Good retirement planning is both tax efficient and investment effective. It’s never too early to start planning for retirement. It is important to ensure that retirement income is structured to suit client’s needs and objectives.

superannuation

Decisions people make about their superannuation can have long-term consequences, directly affecting how much money they have to live on in retirement. We help our clients to take control of their future retirement with all of the advice and strategies they need to set up super that is right for them.

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Estate planning

In its most simple form, estate planning is about peace of mind. Estate planning is more than just doing a simple Will and an Enduring Power of Attorney it’s also about making sure your assets are protected so there is an enduring legacy. We assist our clients with all potential outcomes when they are considering what could happen if they lose capacity or when they pass away. We discuss strategies to increase the certainty that their final wishes will be observed.