We provide independent professional advice to maximise your financial future, including:
- Understanding your financial 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.
