About us

Your questions answered

Financial Well-being, direction and clarity

We aim to be the best in three key areas of financial planning that we believe Australian's need the most.

Superannuation Investments

Currently your employer is obligated to pay 9.5% of your salary into a superannuation fund on your behalf, and this is scheduled to increase to 12% by 2026! Hence, we consider it's important that your fund is correctly managed throughout your working years.

For most Australians Superannuation will be the largest or only savings they will have over the duration of their life. With this in mind our advisers focus on long term strategies to enhance their clients current position whilst making the process efficient and simple.

- Consolidation of Multiple Funds

- Pro-Active Investment Strategies

- On-going House Keeping

- Management of contributions

- Find Lost Superannuation Funds

- Claim ATO Held Superannuation

- Self Managed Superannuation Funds SMSF

- Employee Superannuation Plans

Personal Insurance

If you couldn't go to work due to sickness or injury how long would you survive financially, or if you were no longer around what dramatic changes would your family need to make to their everyday lives?

These are just some situations our advisers consider when assessing their clients "What if" situation. We understand that today's living expenses can be high and the unpredictable does happen. It's important to have insurance tailored to your needs and to have some rather than none.

- Income Protection

- Life Insurance

- Total and Permanent Disability Insurance

- Trauma/ Critical Illness Insurance

Investments

Investing for most can be quite confusing with the large array of asset classes to invest in and the benefits and risks associated with each. Our advisers assist their clients by identifying the what, why and how.

We are all different, we all have different goals in life, different situations and different personalities. It's important to clearly identify - What you are investing, Why you are Investing and How can you Invest.

- Managed Investment Strategies and Plans

- Personalised Investment Plans

- Equity and Personal Investments

You are in control of your own future and financial well-being

The first step is the hardest and we are here to help.

Find out how we can help you with your financial direction