Client Service Policy:

  • To help you develop a financial strategy that places you in control.
  • To work professionally without pressure, letting you make the decisions in your own time.
  • To liase with your accountant or solicitor as appropriate.
  • To recommend companies and products which have been thoroughly researched and are appropriate to your investment strategy.
  • To provide continuing service and regular reviews.

Services:

  • Superannuation, rollover and investment vehicles
  • Retirement planning
  • Diversified and tax effective investment planning
  • Savings and wealth creation strategies
  • Salary packaging
  • Life insurance and risk assessment

Our Clients:

  • Individuals
  • Corporations
  • Small Business
  • Charities
  • Accountants and solicitors

Area of Specialisation:

  • Superannuation including Business Super and SMSF
  • Investment strategies including gearing, margin lending and tax effective investments
  • Retirement planning including allocated pensions and Centrelink
  • Aged Care
  • Salary Packaging