SUPERANNUATION & RETIREMENT PLANNING

SUPERANNUATION ADVICE

We assist clients by making recommendations concerning their:  

  • Super Fund – the most appropriate super fund to meet their needs allowing for fees and features provided.

  • Super contribution – the appropriate level of super contributions to make.  Whether to make concessional or non-concessional contributions and the appropriate timing of making these contributions.  We also look at maximising government co-contributions, spouse contribution tax rebates and potentially splitting super contributions.

  • Super investment strategy – we recommend an appropriate investment strategy in line with there investment risk profile

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SELF MANAGED SUPER FUNDS (SMSF)

We can meet all your SMSF needs, from the initial set up to investing to fulfilling the regulatory requirements.

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TRANSITION TO RETIREMENT

Talk to us if you are thinking about transitioning into retirement. We can find the most appropriate solution for you.

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RETIREMENT PLANNING STRATEGIES

We will work with you to explore possible strategies to maximise your super balance and your comfort in retirement.

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MAXIMISATION OF CENTRELINK BENEFITS

You can take advantage of our expert knowledge and let us keep you abreast of all benefits available to you.

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HOME & INVESTMENT LOAN ADVICE

 
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PROPERTY LOANS & LENDING ADVICE

We have access to 27 loan providers to make sure you get the best value home loan by customising a package for you.

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GEARING & DEBT MANAGEMENT

We can help you with your decision to leverage your funds to invest in assets such a property or shares.

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WEALTH CREATION & PROTECTION

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WEALTH CREATION

We are committed to working with you to develop a financial plan that will assist you to achieve your lifestyle and financial goals.

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WEALTH PROTECTION & INSURANCE

We specialise in tailored personal insurance cover to suit you and your family’s needs to give you peace of mind should something unforseen arise.

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WEALTH TRANSFER & ESTATE PLANNING

We have strategies that take you further than just a financial plan but also guide you to plan for future generations.

 

AGE CARE ADVICE

 

AGE CARE ADVICE

We assist clients to optimise their financial position my recommending what to do with the family home, what level of Residential Aged Care Deposit payment to make, how to maintain Centrelink benefits and how to invest other assets.

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