We listen to your needs and concerns and then analyse your personal information so as to provide the most appropriate advice for your situation.

Examples of services that are sought from us include:

Retirement plan

A full analysis of your personal situation and the provision of a strategic plan and annual cashflow budgets to assist in achieving financial independence in the most tax efficient manner.

Superannuation fund advice

Independent advice on a superannuation solution to best suit your needs whether this be an industry superannuation fund, an employer fund, a wholesale master superannuation fund or a self managed superannuation fund.

Tax structuring / personal strategy

Preparation of a strategic plan identifying the most appropriate way for you to meet your objectives. This includes analysis of tax structures for you to build your wealth including gearing in your own name, use of a family trust, superannuation etc.

Investment advice

Unbiased independent advice based on the research and recommendation of our Investment Committee. We can establish a portfolio of investments to suit your particular circumstances and provide ongoing service as required.

Other services

We also offer a number of other services including:

• Pension recommendations and establishment in a self managed superannuation fund. This is a service that many accountants ask us to provide for their clients.
• Tax advice in respect of estate planning particularly where superannuation is involved.
• Running a client’s self managed super fund.