Services we provide

We all want to have a comfortable retirement but how do you know when you are able to afford it? We will work with you to identify how much you need to retire and how to get there.

We will put strategies in place to allow you to meet your goals, in conjunction with Centrelink advice as needed. We are here to help you at the time of retirement, which most people can find quite stressful, and we will review your situation regularly after you retire to ensure that you remain on track.

Do you know someone that needs to go into Aged Care? We can refer you to an accredited Aged Care specialist to provide you with advice in this area, explaining both the costs and options of care.

Superannuation can be quite complex, as the rules constantly change. We can help you understand how super works, and we can help you maximise the value of your superannuation funds by putting in place strategies that aim to achieve this.

We can provide the right strategy depending on the level of control that you want to have.

I want someone to look after everything: We can recommend retail and industry funds that have low fees, and provide with ease of management, and investment choice that fits your needs.

I want control of my investments: We can provide you with retail and industry funds that allow you to invest in direct assets such as Australian shares, and ETF's, as well as investment options provided by fund managers. This provides you with greater control of your investments, whilst not having to worry about administrative duties.

I want full control: Whilst we do not provide advice regarding the establishment of Self Managed Superannuation Funds (SMSF) we can guide you regarding superannuation rules and investment rules specific to SMSFs as well as investments within the SMSF to ensure that they meet your fund's objectives and investment strategy.

You may be looking to save money for a home deposit, or to save up funds for your retirement. You may wish to consolidate your superannuation funds to avoid paying multiple sets of fees, or simply to know whether you are on track with your investments.

We can provide you with investment solutions and advice, both outside and inside superannuation.

We can provide you with cashflow analysis, to determine ways that you can save effectively to build up your funds. We can provide advice to put in place a plan to meet your investment goals in a tax effective manner, that reflects your level of comfort.

Centrelink rules are very complex and ever changing. You may be looking to qualify for the Age Pension, or to obtain a Health Care card. You may need to stop work due to illness or to care for someone.

We can help you determine which entitlements you qualify for and put strategies in place to ensure that you maximise your benefits.

We all want to have a comfortable retirement but how do you know when you are able to afford it? We will work with you to identify how much you need to retire and how to get there.

We will put strategies in place to allow you to meet your goals, in conjunction with Centrelink advice as needed. We are here to help you at the time of retirement and we will review your situation regularly after you retire to ensure that you remain on track.