Investment / Wealth Creation

  • Strategic planning advice
  • Negative gearing strategies
  • Salary packaging
  • Investment advice on shares, property, managed investments, etc
  • children savings plan
  • investment bonds

Superannuation /Retirement Planning

  • Corporate and Personal Super Advice
  • Superannuation Consolidation / Review services
  • Retirement, Retrenchment and Redundancy advice
  • Aged Care strategies and advice
  • Advice regarding contributions
  • SMSF advice

Risk Management

  • Identifying unacceptable risks & developing a plan
  • Income Protection
  • Trauma Cover
  • Life and Permanent Disability cover

Estate Planning

  • Asset transfer Advice
  • Binding (death) nominations
  • Wills
  • Powers of Attorney

Small business solutions

  • Risk Management Plans
  • Buy/Sell or Shareholder agreements
  • Employee Super Solutions
  • Retirement Planning (staff and business owners)

Aged Care & Centrelink

  • Pre & Post Retirement Planning (understand your Aged care options)
  • Centrelink payments

Cost of Advice

Upfront costs : we try to minimise the upfront out-of-pocket costs for clients as we appreciate cost is a barrier to most people seeking advice. Your adviser will outline and discuss any costs applicable as part of your initial meeting. Any costs payable will be confirmed in writing prior to the implementation of any advice.

Ongoing Services

Standard- this is our lowest cost service package and is suited for those with more basic needs or smaller sums to invest.
Advanced- a service package suited to those with >$200,000 invested. This package is customised to suit you.
Premium- a service package suited to those with >$500,000 invested. This package is a fully tailored to suit your needs.