What we Offer - Advice & Services

Wealth Protection

Protection of your current and future wealth via personal insurances.  These typically include:

• Income Protection

• Business Overheads

• Major Trauma

• Needlestick Injury (Medical Professionals)

• Life Insurance

• Permanent Disablement Insurance

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Our advice and service typically includes:

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• Reviewing your Insurance Needs and Wants

• Reviewing any existing Insurances

• Advice on the most appropriate Insurance solutions (from our panel of insurers)

• Advice on tax and cash-flow effective structuring of your Insurances.

• Ensuring that your Insurances tie in with your Will and Estate Plans

Wealth Growth and Management

This typically includes aspects such as:

• Tailored wealth creation strategies.

• Cash-flow analysis
  - clarity on what comes in, what goes out and how to use savings most effectively.

• Wealth creation structures and vehicles
  - protecting your assets, splitting your incomes and paying less tax by using Superannuation Funds, Companies, Family Trusts etc.

• Investments:
  - tailored investment strategies to achieve your needs
  - design of tailored investment strategies
  - asset allocation advice
  - tailored Investment Portfolios
  - ongoing management of investment portfolios

• Superannuation:
  - Choice of Funds
  - Self-Managed Super Funds
  - Investment strategies in Super
  - Contributions strategies
  - Tax strategies
  - Withdrawal and pension strategies

• Retirement Planning:
  - Income strategies in retirement
  - Annuities/Pensions/Income Streams
  - Social Security