Optimising your wealth
What is a Financial Planner?
A financial planner is a qualified professional who helps individuals and companies meet their short and long-term financial objectives by analysing the client's situation and defining a program to help achieve those goals.
The first consultation is complimentary.
Our Financial Services
Giving you a peace of mind and security
Self-Managed Super Fund
We take a considered approach to SMSF establishment, strategy and ongoing reviews. A thorough review of your situation and goals is conducted at the commencement of our work. This unique way of approaching your structure ensures that our recommendations are in your best interests.
Superannuation is an essential benefit provided to employees at a significant cost with employers contributing to a minimum 9.5% of base salary towards the employee's superannuation benefit. There is an opportunity for employers to obtain greater value from this payment.
We can help you build a strategy and work with you to consider your options to be debt free sooner.
Setting up your personalised budget will help you manage your money more effectively. This powerful instrument will help you get control over your finances.
Financial success requires not only the accumulation of assets over the course of your working life, but should also include the protection of those assets.
• Trauma insurance
• Income Protection (IP)
• Life Insurance-Life or Term Life Insurance
• Total and Permanent Disability (TPD) Insurance
Retirement is one of the most important life events. Realising a comfortable retirement is a reward for a life-time of work.
One of the most important decisions we make is to decide how to distribute our life's work upon death. Most of us want to help either our families or the community in some form as part of our estate legacy.
When constructing your investment strategy, you should consider strategic asset allocation, risk modelling, risk budgeting and active asset allocation.
If you're using Fund Managers, you should consider which managers to use, and in what configuration those managers should be used.
This where we can add value to you by helping you make the right choices.