Financial Planning Advice
No One Size Fits All
Being a financial planner who is also an accountant means that we are uniquely positioned to deliver comprehensive and integrated solutions for you, your family and your business.
Our expertise lies in assisting business owners and individuals to make better choices, by taking a 'holistic' view of your situation and objectives and delivering well researched products and services that balance protection with value.
Whatever your financial situation, we can offer you tailored financial planning and investment expertise and services that cover:
Investing for today & the future
Protecting you, your family & your business
We provide you with investment strategies to help you reach your short and long-term goals.
These strategies grow from an understanding of your current financial position, your objectives and your attitude to investment risk to ensure the best match between you and your investment strategy.
Protecting your wealth, lifestyle and business is as important as building it. You need to ask yourself the hard 'What if?' questions.
We have access to a range of fully researched insurance products that balance protection with value for money and peace of mind.
Superannuation legislation is complicated.
We keep abreast of the latest developments through ongoing professional development and access to technical experts.
We'll make sure that your super works as hard as you do.
Managing your business succession
Shaping your retirement
Effective estate planning is much more than just a will
Your business is important to you. It is one of your most valuable assets. You have your life invested in it.
But what happens if something happens to you or one of the partners in your business? You may have your succession planning in place but how do you protect against the unexpected? We can help.
You need to plan ahead for your retirement.
The right plan helps ensure that this time of your life is not just comfortable, but enjoyable as well.
We provide you with tax effective ways to maximise your retirement assets and future income.
Estate planning is more than just deciding upon the distribution of your assets to your beneficiaries.
Our approach considers the best way to manage those assets, how to achieve the best tax efficiency and the protection of your estate.
Making the most out of retrenchment & redundancy
You've paid your taxes. When the time comes, you want to receive all that you are entitled to.
Our knowledge of the social security legislation assists you to maximise your benefits and get the most out of your existing investments.
Redundancy or retrenchment are often unexpected. We can help you achieve the best financial outcome.
We advise you on how best to receive your payout and achieve the best tax outcome. When you get to your next job, your adviser will assist you to make the most out of your remuneration package.
What can your adviser do for you?
In the words of Warren Buffett, "Someone’s sitting in the shade today because someone planted a tree a long time ago".
It’s all about making it easier for you to be who you want to be and live the lifestyle you aspire to. With the help of your financial adviser – you can make it a good one.