We are specialists in developing financial strategies for clients that encompass their entire situation, from personal protection through to finance, investment, shares and superannuation.
Life is full of risk, and that’s where a backup plan comes in handy. Our approach is to help clients define the financial situation they want to be left in if the worst happens, and make sure they retain choice and options about their future.
We help clients take the right level of risk in their investments, but not too much. It’s not about trying to pick the market or find a “magic formula”. Rather, getting the strategy right, then finding the right investments, be they direct shares, managed funds, ETFs, bonds, cash or whatever the most appropriate vehicle is.
Self Managed Super Funds are great vehicle for the right client. Our philosophy is always to explore whether it’s right for you and whether you’re going to get value from it. If so, then it’s one of the best opportunities available for self-directed investors.
Super is often misunderstood, whereas we see it for what it is; a very advantageous tax structure. Our philosophy is to demystify what it is and isn’t, so our clients understand and can take advantage of the opportunities on offer.
We believe everyone needs to consider this area. Our philosophy is to educate, then make sure you’re speaking to the right people to make it happen.
Our approach here is two-fold. We help show our clients how to protect the family “castle”, whilst also providing ways to help give your children (or grandchildren) a head start.
The best home loan for the person next door may not be the best home loan for you, but how do you know the difference? We will help you with home loan comparisons, repayment calculators and a range of loan options to get the right home loan for you.
More About Us…
We operate a full service financial planning firm delivering your initial strategy through to implementation. Our advice is tailored to your situation and provides specific financial strategy solutions along with recommendations on the right product to implement the strategy with.
We provide a sounding board for clients and explain complex financial concepts in plain English so that you understand exactly how you will benefit.
We operate primarily on a fee for service basis, with clients entering into a retainer agreement for the provision of advice. This means that you know exactly what the advice to be provided covers and how much it will cost.