We provide advice in a wide range of areas including wealth creation, retirement planning, superannuation, estate planning, personal insurances and gearing.
Wealth Creation
- Investments
- Tax minimisation
- Separately Managed Accounts (SMA’s)
- Unified Managed Accounts (UMA’s)
Retirement Planning
- Including maximising your Centrelink entitlements
Superannuation
- Wrap accounts
- Self Managed Superannuation Funds
- Industry Super Funds
Personal Insurances
- Life cover
- Total & Permanent Disablement cover
- Trauma cover
- Income Protection cover
Gearing
- Home equity borrowing to invest
- Margin lending
- Internally geared investments
- Investment property
- SMSF borrowing arrangements
Aged Care
- Strategies for entry into Aged Care
- Understanding Aged Care fees
- Understanding implications for Investments and the family home
- Centrelink / Department of Veteran’s Affairs eligibility
- Liaising with your Aged Care Provider
- Understanding cash flow – Income and Expense analysis
Estate Planning
- Identify risks
- Tax efficiency
- Plan strategies
- Documentation
PRICING
Your first meeting is FREE of charge during which we will be able to provide you with an estimate of the cost for the services you may need.
You generally pay a fee for your initial advice and a fee for any ongoing advice you may require.
The cost of your advice will be proportional to the complexity, the time taken to prepare, implementation and management of the strategies, and the value the advice brings you.
Call us on 0431 107 198 or complete the contact us section on our website.
