We take our service commitments seriously and endeavour to always return your phone call within 24 hours
SERVICE OFFER
Managing Your Cashflow
- Budgeting and Cashflow advice
- Debt Consolidation
- Salary Packaging
- Tax Planning
- Centrelink and Family Tax Benefit (Maximising) entitlements
Protecting your Lifestyle and Assets
- Protecting your income
- Providing a lump sum in the event of death, disability or serious illness
- Estate Planning* (review of Wills, Powers of Attorneys, Testamentary Trust and Super beneficiaries)
Building Your Wealth
- Maximising Superannuation benefits
- Borrowing to invest (gearing)
- Investing in shares and managed funds
- Self managed Superannuation Funds (SMSF)
- Asset Structuring
- Children’s Education funds
Business Insurance and Planning
- Business Succession (voluntary and involuntary)
- Partnership cover
- Employee Superannuation
* Please note we do not provide Estate Planning Advice but work with Estate Planning professionals to ensure your Estate Planning needs are met