OUR VALUE TO YOU

For over 30 years we have been helping individuals and families keep their financial affairs in order, so that they can spend more time on what’s important to them. Our financial planning team provide a wide range of services and knowledge that can be applied to individual client needs including:
 

FINANCIAL PLANNING SERVICES

Some of the key areas of our financial planning expertise:

  • Budgeting and cash flow  
  • Debt management
  • Wealth protection
  • Wealth accumulation
  • Tax effective strategies
  • Superannuation and SMSF’s
  • Retirement planning
  • Estate planning
     

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WEALTH MANAGEMENT

Managing the wealth of our clients since 1985 and focusing on:

  • Investing to meet objectives and outcomes
  • Capital preservation
  • Maximising investment return
  • Diversification across asset classes
  • Active management to minimise risk
  • Collaboration with external investment specialists
  • Investment reporting

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AGED CARE SOLUTIONS

Helping guide you through the Aged Care maze including:

  • Help navigate the process
  • Funding options
  • Family home options
  • Minimising costs
  • Maximise entitlements
  • Structuring finances for cash flow
  • Making informed decisions
  • Completing paperwork
     

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