We provide complete professional advice to maximise your financial future, including:
- Understanding your Needs & Aspirations
- Exploring what is important to you in life and determining the financial implications
- Determining how much money will you need to achieve “Financial Independence”
- Charting the strategic course and bridging any financial gaps
Financial Strategies & Structures
- Modelling the relevant strategies and tax structures that add financial value
- Assessing Self Managed Superannuation suitability
- Maximising your tax position and increasing your net income
- Providing security of capital according to your risk profile evaluation
- Private wealth strategies to expedite “Financial Independence”
- Structuring for maximium outcomes and flexibility in retirement
Investment Advice
- Utilising Managed Discretionary Accounts (MDA)
- Maximising returns for Self Managed Superannuation Fund (SMSF)
- Retaining beneficial ownership of your direct shares and ETFs
- Providing tax effective investment options
- Maximising your returns and minimising your risks
Superannuation
- SMSF specialist accountants and administrators
- SMSF establishment, financial accounts and ongoing compliance
- Utilising tax free income stream strategies after age 60
- Transition to Retirement and salary sacrifice tax benefits
- Account Based Pensions (Allocated Pensions)
- Maximising tax deductions and contribution caps
- Rollovers and Eligible Termination Payments (ETP)
- Enhancing your lifestyle through Centrelink entitlements (if applicable)
Estate Planning
- Legal and Estate Planning strategies
- Assisting with Wills, Enduring Powers of Attorney and Testamentary Trusts
- Insurance, succession planning and wealth protection strategies
Debt Management
- Loan structure advice
- Using equity to create wealth
- Good debt versus bad debt
Taxation Planning
- Taxation strategy analysis and liaison with your tax accountant
- Maximising tax free income streams
- Administration of your SMSF transactions
Business Advice
- Assisting small business owners with superannuation and investment consulting
- Protecting the ownership of your business
- Succession planning
- Maximising company tax deductions and creating wealth
Your Initial Consultation
- Provided without obligation
- Understanding your current situation and what is important to you
- Determining strategy options that add financial benefit
- Agreeing on the next steps to grow and protect your wealth
Once you are comfortable with our recommendations, we will implement the agreed strategies.
