Single Topic Advice
Not only do we look at where you are now, but we make sure you are making the most of your super, so you get to where you want to go in the future. Outcomes include: making sure your investment is right for you, receiving sound strategic advice, understanding the opportunities available to you, and building your ideal retirement lifestyle.
We will work with you to offer advice to make sure you are positioned in the best possible way for the future. Outcomes include, saving money, buying your first home, paying off debt faster, the ability to grow your property investment portfolio or to support your business.
When we know where you want to go, we will work with you to advise the most suitable places to invest, how to reach your financial goals and make sure all advice is in your best interest; all essential parts of our Money Maps. We want to make sure your money works for you, to build the ‘nest egg’ you need for any type of savings or investment goal; whether it’s through managed investments, direct property or other areas.
We want you to feel excited about your retirement years, secure in the knowledge that your planning has paid-off and you achieve the lifestyle you want. Importantly we can assist to review your cash-flow needs when the time is right to finally stop working, to make sure your investments or super are working for you in a way that will give you peace of mind and security.
We make sure you have the right plan in place to protect everything you are working for, ensuring you have the right insurances to protect your income if you become disabled or suffer a life-threatening illness or accident. The outcome of getting this right means the future of your family or loved ones is always protected.
Effective estate planning ensures your wealth is transferred according to your wishes, in the most financially efficient and tax effective way. The only way to distribute your assets the way you want, is to have a Will in place, however when there are changes to your financial structure, marital status, family situation or your wishes, your Will needs to be reviewed (which we recommend is about every 2 years).
If you have concerns about a family member who cannot take care of themselves, or you do not want to be a burden on your family when you need any type of care, we can offer expert advice.
We can help you make the most appropriate decision to access the right type of care, in the most financially appropriate way, to meet your needs or those of your family member.
We can help those who want it all, working with our team to create the full financial plan, to paint the big picture and be empowered to run with it. With our comprehensive advice, you will have enough information to be able to make informed intelligent decisions across all aspects of your financial journey.