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SERVICES

Investment Planning Services

  • Retirement & Pre-Retirement Planning

  • Centrelink Planning

  • Retirement Cashflow structures

  • Downsizer contributions

  • Personal Superannuation packages including Self-Managed Super Funds

  • Personal Investment Strategies

  • Investment Portfolio's including Direct Shares and Managed Portfolio's

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Self-Managed Super Fund 

  • Advice

  • Establishment, and;

  • Ongoing administration services

 

Personal Risk Insurance 

  • Death & TPD

  • Trauma

  • Income Protection and Business Expenses

 

We offer comprehensive total management solutions which may include the following examples;

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The advice process

Initial Meeting

Strategy Development

Advice Presentation

Review

The initial meeting can be help in person, online or via phone. This introductory conversation is designed for us to understand your circumstances, goals and whether we can help you meet those objectives. If we think that your needs require a service that's beyond our offering, we may refer you to an alternative professional.

Once we have an understanding of you and your needs, we will develop a number of strategies that can be implemented to meet your objectives. A second meeting may be required to discuss product costs and fees before a formal advice document is prepared.

Now that your strategies have been confirmed and agreed upon, we will present you with a formal advice document. This document will contain a high level of detail on our recommendations as well as the benefits, implications, product costs and fees for our advice.

The effectiveness of advice can only be measured against a target. We will aim to catch up with you at least once per year. Review meetings will consist of an update of your circumstances and a 'stress test' on how your wealth management strategy is performing against your goals.

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