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.
- 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
- Small Business
- 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