Our Services

Our areas of expertise include:

Investment advice

• Managed funds
• Direct investments
• Education savings plans
• Term deposits
• Gearing
• Dollar cost averaging
• Diversification

Superannuation advice

We offer an ongoing service to our superannuation clients, for those would like to ensure a qualified professional assists in managing their account. This service includes:

• Annual review
• Personal insurance management
• Establishment and rollover/consolidation of funds
• Superannuation portfolio construction and tracking
• Review of beneficiaries
• Review of employer contributions being made.

Other areas of superannuation advice include:

• Establishment of corporate superannuation plans for small business.
• Assistance with clearing house creation.
• Self-managed superannuation Fund management, and windup.
• Spouse contributions
• Government co-contribution
• Lost superannuation consolidation

Wealth protection insurance advice

All our planners are experienced life insurance professionals, who will be able to recommend a complete personal insurance package for your requirements. Many clients are now opting to have certain insurance premiums deducted from a superannuation fund.

With a wide range of insurers to provide quotations on, we are well placed to assist clients in finding the most suitable personal insurance policy covering:

• Income protection insurance
• Life insurance
• Trauma insurance
• TPD insurance
• Business expenses insurance
• Business insurance
• Child trauma insurance

Retirement advice

• Transitioning to retirement
• Retirement income
• Centrelink

Estate planning advice

• Your beneficiaries
• Trusts
• Business succession planning