Once you’ve made the decision to trust us with your financial affairs, we develop personalised advice to help you achieve what’s most important to you. As Project Managers for your financial life, we also work closely with other key professionals such as accountants, stock brokers, Lending representatives and lawyers to deliver a totally collaborative, professional approach which explores every opportunity and leaves nothing to chance.
Serving You
Our service is highly-personalised and we never offer off-the-shelf solutions. Every client has their own needs and goals; and our advice is individually tailored to match. We provide advice on:
- Asset protection (insurance)
- Estate Planning
- Wealth Creation
- Cashflow Management
- Funds Management
- Strategic Advice
Self-Managed Super Funds
Are you considering a Self-Managed Super Fund? I am an accredited SMSF adviser and member of the SMSF Association and through my expertise can help you decide if a SMSF is the best structure for you. Over 1.1m Australian’s now use an SMSF to manage their super as it gives them greater control, wider investment options and transparency on how their monies are invested.
We offer a full service offering, from fund set up stage to assistance with existing SMSF’s to enable trustees to not only meet their responsibilities but assist with trying to grow their assets. Successfully managing a SMSF takes time, commitment and expertise but with our guidance we will help ensure that your investment goals are in line with your retirement goals. We generally recommend a minimum $300,000 in combined super assets before considering setting up an SMSF but give our office a call today to discuss your situation more.