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OUR SERVICES

DEBT

We help you to review you banking arrangement to make sure you are getting cost effective debt products including the use of offset account where appropriate. We will work together to get you debt free.

ASSET OWNERSHIP

We offer advice on how you can use ownership structures that create appropriate tax flexibility, asset protection and estate planning benefits.

PERSONAL RISK PROTECTION

We help you review your Income Protection, Trauma, Total and Permanent Disability and Life Insurance needs and then facilitating product recommendations, implementation and ongoing assistance including claims assistance.

ESTATE PLANNING

We are working with appropriate Estate Planning lawyers to devise and implement appropriate estate planning strategies for you including Wills, Enduring Powers of Attorney, Enduring Guardianship, Superannuation Death Benefit Nominations and Letter of Wishes.

SUPERANNUATION ADVICE

If you are not giving your super attention, it's probably not working as hard for you as it could be. We can help you understand your options, offer fund recommendations and monitoring. We will also help you work out contribution and withdrawal strategies for you to get the best possible retirement.

INVESTMENT STRATEGY

We make sure you have a clear investment strategy, aligned with your goals. By understanding the balance between your desire for investment returns and the risk of loss that you are prepared to tolerate, we can create your personal Investment Risk Profile. We will also work out and understand your investment preferences.