1300 276 346

Our Services

What we Do Best

 

We assist individuals who are looking to maximise their financial potential, effectively prepare for retirement, protect their existing wealth or structure their affairs following a significant life event.

Specialties

How we can help you

We have a fundamental principle to act in your best interest. We aim to build enduring relationships with all our clients by providing quality services that meet their changing needs in life. 

We can guide you by:

  • helping you identify your personal goals, such as an early retirement, travelling or building funds for your children’s education

  • developing strategies for saving, investing, and contingency plans to protect you against life’s hazards along the way

  • keeping you on track by regularly reviewing your direction and adjusting as required.

Comprehensive Financial Planning

Develop a plan to help you manage your cash flow including budgeting, income stream and debt reduction strategies to achieve your financial goals.

Wealth Accumulation and Investment Advice

Choose an investment plan to manage or grow your portfolio using a range of investment choices, from shares, managed funds, managed portfolios and term deposits.

Retirement Planning and Superannuation (including SMSF)

Learn how to make the best financial choices to prepare for retirement and maximise your retirement savings.

Life insurance (Income and Asset Protection)

Review your insurance needs to make sure you have the right cover in place to protect you and your family against unplanned life events that could undermine your financial objectives and strategies.

Estate and Aged Care Planning

Estate planning strategies such as asset ownership and healthcare strategies for health, aging and medical needs.

Process

What we do – The process

To ensure that we provide advice that matches your personal circumstances we firstly need to understand your financial situation, objectives and needs. The initial stages of preparing financial advice for you are outlined in the chart below. However, it is important to remember that the best financial advice adapts to meet your changing needs and priorities over time. Continually reviewing your strategy is essential.

Research & Analysis

We meet with you for an initial consultation to allow us to gain a better understanding of your current situation. During this meeting we will will help you identify your goals, discuss your needs and expectations and provide you with details on the services we can offer.

    Roadmap planning

    We then review your financial situation – your assets, liabilities, insurance coverage and investment or tax strategies. We consider appropriate financial strategies and assess any existing or potential financial products that may be suitable for your individual financial advice. Based on these and any other considerations, we will prepare and present you with written advice.

    Execute & Monitor

    Once we have gained your approval, we will then implement the recommendations that have been made to you. Should you wish to receive ongoing financial advice, we will meet with you periodically to review your personal circumstances and update advice accordingly.

    Clients

    Trusted by Top Companies Around the Globe

    From Our Founder

    Make Your Own Opportunities

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    Identifying your goals

    Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. Here are some of the common needs of each life stage: 

    Identifying your goals

    Understandably, your financial goals will change over your lifespan. You need a financial plan to suit the stage of life you are in. Here are some of the common needs of each life stage: 

    Young to mid-life

    You are establishing and building your career and perhaps starting a family. You may be looking at:

    • Buying your first home
    • Travelling
    • Paying off your HECS
    • Getting married
    • Having children
    • Family healthcare
    • Business planning.

    Mid-life

    This is your consolidation stage – achieving a comfortable lifestyle and thinking about managing your long-term future. You’re likely to focus on:

    • Protecting your lifestyle
    • Healthcare
    • Investments
    • Financing home renovations
    • Tax management
    • Debt management
    • Inheritance
    • Retirement planning
    • Long-term care planning
    • Income protection.

    Pre-retirement

    With 20 or more years of retirement ahead of you, your priorities will depend on how well you’ve prepared. Your main concerns may be:

    • Protecting your assets
    • Debt elimination
    • Family healthcare
    • Helping your children
    • Retirement planning
    • Wills and trusts
    • Business exit strategy.

    Retirement

    This is the time to indulge in hobbies or travel, enjoy your family and prepare for transferring your wealth. You may be thinking of:

    • Protecting your assets 
    • Healthcare 
    • Aged care planning 
    • Travelling 
    • Buying a caravan
    • Inheritance tax mitigation 
    • Gifting to family 
    • Preserving your capital
    • Estate planning.

    Get In Touch

    Level 17, 40 Mount St
    North Sydney NSW 2060

    PO Box 1920
    North Sydney NSW 2059

    P + 61 1300 276 346
    F +61 2 8079 6606

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