Why choose us
How is your future looking….is it the future you want to retire in….will you have peace of mind……
We develop financial strategies that will integrate all aspects of your financial future. We discuss and understand your ambitions and goals to be able provide innovative solutions to help you achieve them. We will remain proactive and offer alternative strategies to ensure your needs are met. Our process is designed to provide the most appropriate strategy. Continuous and on ongoing reviews, you can be assured your strategies will be distinctive, but flexible. We work with you and your chosen advisers, working together to achieve your financial goals. We concentrate on providing advice and strategies, not products. We are committed to your success.
We follow the 6 steps.
Planning for Retirement
Retired or retiring soon, we can assist with a comprehensive plan for funding your retirement. We can help you appreciate how your superannuation and other investments can influence your retirement plans, show you how
to increase your superannuation as you may transition into retirement. We will work with you to assist you to feel confident that you're heading in the right direction for retirement.
Wealth Creation and Management
Our advisers can help create, design, implement and review strategies to manage your wealth so you can meet your financial and lifestyle objectives. We create a portfolio, using tax effective strategies, investment planning and borrowing capabilities to accelerate and enhance your wealth, our strategies are designed for your goals and objectives.
Superannuation is the largest asset for many Australians apart from the home. As a result, as professional advisors it is necessary for us to ensure you're making the most of this tax-effective investment vehicle. We can assist with the appropriate structures for you and develop strategies for your super balance to continue to grow, looking at asset allocation and portfolio construction. We rely upon the relevant legislation to ensure you are making the right choices from all strategies available to you.
Self-Managed Superannuation (SMSF)
Self-managed superannuation funds (SMSF's) are becoming the fastest growing segment of the superannuation system. Some people want the control that comes with managing their own super, but taking control means being responsible for managing your retirement funds which will involve significant time and effort. We can assist you in the establishment and ongoing service of your SMSF and can assist with your accountant to provide high level strategic advice.
Life Insurance and Asset Protection
Protecting you and your family is as important as growing your wealth and retirement nest egg. We offer life insurance and income protection which will protect you in the event of illness or injury, trauma and total and permanent disability cover. We ceate for you a personalised wealth protection strategy. These strategies incorporate appropriate structures for your insurances. We can also provide protection strategies for your business and the assets used to generate your business income. Talk to our team about key person insurance as business owners.
Our key areas of expertise
Personal Property Investment Planning and Coaching - Making your goals a reality.
Property selection - Maximising your investment of time and money.
Tax Effective Strategies – Exhausting all entitlements to maximise profit retention.
Rental Property Management – Because your time is your most precious resource.
Loans & Mortgage Finance – Helping with a stress free loan process.
Whether first time or experienced our clients value the learning and personal development that comes with being an investor. Our investors always comment at how comprehensive our service is; keeping everything under the one roof to save you running around and coaching you through the process for you to save you time and worry.
How can you achieve financial security in an early retirement for less than $50 a week?
Our consultation process allows us to educate you, empowering you to fully understand your position and guide you in the creation of your portfolio. We also understand customers want properties that don’t impact their lifestyle.
Each person comes to us with a unique set of circumstances, and we tailor each investment strategy to meet your needs. We have a strong focus on crunching the numbers to get the best results for you. We work with your other professional advisors to maximize your objectives and goals.
We will take the stress out of finding the right loans for you. Purchasing a home is very stressful, so allow us to destress the loan process for you. The right home loan can be very difficult. Let us assist you along the entire borrowing experience. We have over 30 banks and institutions on our approved lists of lenders. If you are purchasing a business asset, whether motor vehicle or plant and equipment, let us assist you in that process as well.