Our Services
Our Services
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Superannuation & Retirement Planning
Superannuation & Retirement Planning
Review your super platform, underlying investments, contributions, and other strategies to maximise your retirement wealth.
Personal Insurance
Personal Insurance
Risk analysis to ensure you are sufficiently covered for Life, TPD, Trauma, and IP. Compare cover from different providers based on features/costs.
Investment Management
Investment Management
Establish or review your investment portfolio, investing in diversifed assets in line with your risk/return tollerance.
Tax Planning & Debt Management
Tax Planning & Debt Management
Tax strategies outside of what your accountant is allowed to advise on. Similarly with debt on what a mortgage broker can do.
Estate Planning
Estate Planning
Ensure your assets are passed on in line with your wishes and in a better, simpler and more tax effective manner for your spouse or children.
Cash-flow & Centrelink Assistance
Cash-flow & Centrelink Assistance
Budgeting assistance. Making sure you receive all entitlements, and your details are up to date and entered correctly.
How we work with you
How we work with you
Our 6 Step Process
1. Getting to Know You
Our first meeting is all about getting to know each other. It’s free, no-obligation, and gives us a chance to see if we’re the right fit. We’ll discuss your goals, and you can ask us anything.
2. Fee Proposal
Before we start any paid work, we’ll give you a clear, upfront fee proposal and the option of ongoing advice. No surprises. If you’re not 100% comfortable, you’ve only invested your time.
3. Strategy Modelling
At the second meeting, we will take what we have learned and tailor financial options based on your current situation and goals, including projections and the effect these changes will have on you today and in the future.
4. Formal Advice
You’ll get a detailed plan (Statement of Advice) outlining exactly how we’ll help you reach your financial goals. This document will have all benefits, considerations, projections and costs of the advice.
5. Paperwork
We’ll prepare and walk you through all the documents and application forms you need to sign, making sure you are well informed and completing them in line with your agreed upon plan.
6. Implementation
We’ll coordinate with financial institutions and service providers to execute your financial plan, while keeping you involved every step of the way. We’ll do the heavy lifting to bring your strategy to life.
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