Financial Planning

OUR APPROACH

Can be summarised in two steps:

Maximising Your Current Position

Our initial analysis is on your current position:

• How to minimise your tax.
• How to tax effectively structure your assets.
• Ensuring you are making best use of your income.
• Minimising how much you are paying in non-beneficial fees.
• Analysing which investments are best to grow and protect your money.
• Ensuring you and your family are protected financially.
• Making sure your superannuation is working for you.

Constructing A Long-Term Investment Plan

First it is key to consider the lifestyle you would like to build and the purpose you are earning an income.

• Are you going to upgrade the home, holiday every year, provide a headstart for children?
• Do you want to be in a position to pursue a passion?
• How much do you need to accumulate for our desired retirement lifestyle?

BREAKDOWN OF SERVICES

• Investment Advice
• Superannuation Advice
• Construction of an Investment Strategy
• Ongoing Investment Management
• Tax Effectively Structuring Investment Assets
• Personal Insurance
• Retirement Planning