Retirement planning and Self-Managed Superannuation
With its built-in tax advantages, super is a powerful vehicle for long-term wealth creation, despite growing regulatory complexity. We can help you make the most of the opportunities super has to offer, so you can enjoy the retirement lifestyle you’ve always looked forward to.
Investment planning and wealth accumulation
When you live a rich and active life, it can be difficult to give your investments the attention they deserve, especially when markets are volatile. We can help you navigate the complexities of today’s investment markets and build a portfolio that will stand the test of time.
Aged Care
With growing life expectancies, more and more people will have a need to enter aged care. It is a complex area to navigate emotionally and financially. We believe it is imperative that families seek the advice of a professional in this area to ensure best financial and lifestyle outcomes.
Divorce and separation
We have developed a unique process to simplify the complexity surrounding financial settlements. Our experience in this area will ensure a timely resolution, increased control and improved financial outcomes.
Estate planning and administration
Astute estate planning is essential to protect your family’s future financial security and ensure their lifestyle isn’t impacted by unexpected legal or tax implications. We can help you transfer your wealth smoothly and tax-effectively, so you can leave a lasting legacy for those you care about most.
Business owners
Your business is the key to your family’s current lifestyle and your future prosperity. But are you making the most of that potential? We can help you unlock the value you’ve worked so hard to build, so you can enjoy life now and in the future.
Financial education in the workplace
We have been instrumental in developing financial wellness programs for many organisations. Employees benefit from gaining convenient financial education in the workplace with a small investment from the employer. A financial wellness program can help to attract and retain key personnel.
Cashflow management
Keeping track of cashflow can be challenging, especially when you have a growing investment portfolio generating multiple income streams. We’ll help you understand and manage your cashflow tax-effectively, so you can be sure your money is working as hard as you do.
Risk insurance
As you build on your success, it becomes increasingly important to protect the wealth you’ve worked so hard to create. We can help you safeguard your family’s financial security, both now and in the future.
Portfolio structuring and tax management
Whether you prefer a trust, an SMSF or a holding company, the structure you choose for your investments can have a significant impact on your after-tax returns. We can help you select the right structure for your unique situation and maximise the benefits with a disciplined approach to tax planning.
Lending and debt management services
Managed well, gearing can multiply your returns and create new opportunities to grow your wealth. Managed poorly, it can undermine your long-term financial security. We can help you secure cost-effective finance, then keep borrowings under control with accelerated debt reducing strategies.
