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Our Services

Strategic Financial Planning Advice

Have you ever wondered if the financial path you are heading is optimal for your age, assets and income and that the result is going to be the very best outcome you can possibly achieve?

Our Strategic Financial Planning service is focused on the Optimisation of your strategy. Taking into account your personal circumstances, goals and objectives as well as all government and market rules available we are able to determine precisely the best strategic financial plan to implement.

Literally thousands of calculations are performed to provide a holistic  optimised roadmap, incorporating Investments, super, property, tax and government benefits with clear yearly steps to follow allowing you to achieve the desired outcomes.

Our Strategy Plans start at $2,200

Investments

On its own or as an additional component of our strategic Financial Planning Advice we can research your current investment program and determine if you are paying too much in fees, tax or just aren’t getting the best returns for the risk you are taking.

Our Investment program is based on the premise that returns are not free and are determined primarily by how much risk you are prepared to take.

Within your risk profile we ensure your portfolio is the most efficient, cost effective and tax effective for the risk you are comfortable with.

Much like our strategic Planning Service we are aiming to construct the optimal investment strategy using our strategic investment approach. Our Investment Philosophy document (available from your adviser) includes information on how our portfolios are managed with the primary aim of risk reduction, optimisation of returns, lowering tax and cost effectiveness.

Our initial investment Plans start at $770.  Ongoing fees do apply.

Life Insurance

On its own or as an additional component of our strategic Financial Planning Advice we can research your current insurance program and determine what is the most appropriate level of insurance protection for the various risks you face, whether your current protection is appropriately priced, with the features you need and structured in the most tax and cost effective for now and at claim time.

We have a significant number of insurers available to use and will quote each company on price, product quality, and service to find the best insurer specifically for you and your families needs.

Ongoing this is reviewed annually to match any changes in your personal circumstances, legislation, improvements in products and price competitiveness to ensure it continues to be the most appropriate cover.

Our Risk Plans are at no direct cost to you as we are remunerated by any commission payable from the insurers - any amount will be fully disclosed to you before you proceed. 


It’s never too early to invest in your future