Whether you’re getting your first job, starting a family, buying a home or going for a big promotion, understanding your finances and having an actionable plan to maximise it is essential through every stage of life. Being proactive with your wealth, you’ll be able to focus more on doing the things you want and less on how you’ll make it happen.
Wealth creation is all about ensuring you have the means to achieve the things that matter to you. Working as a team, we’ll take the time to understand your circumstances, help you to identify your financial goals and develop a sound strategy that will help to get you there sooner.
Most people have superannuation, but very few understand where their money is being invested or how to maximise these investments for their future. As your superannuation experts, we’ll make everything simple by providing clear advice for making your money work harder for longer.
If a loved one is a member of a super fund, they will have death benefits including contributions and any insurance benefits entitled under their policy. After the account holder passes away, these benefits are then paid to nominated beneficiaries, dependents and other people in relationships with the deceased. Depending on binding nominations, we can help you make your claim and fast track any payments you’re entitled to.
We won’t just give you generic guidance and send you on your way. The two most important components of our business is our staff and clients, so we always put them first.
Whether it’s keeping clients informed of tax changes or spotting opportunities for growth for our clients, we’re always looking for ways to improve.
At the end of the day, we’re here to help you achieve financial goals - whatever they may be. We do this by getting to know you and your situation, then helping you in whatever way you need.
Everyone has a different definition of financial success. That’s why we really listen to our clients, so that every recommendation is aligned to your own unique goals.
Financial planning helps you to achieve your financial goals so that you can do the things you want to in life. A Financial Advisor will help you make decisions with your money to ensure you are paying as little interest and tax as possible. They will also ensure that you make smart cashflow and budgeting decisions and that your superannuation or investment portfolios are structured in a way that gives you the best opportunity to achieve your goals.
Our initial 30-minute consultation is free.
We assist clients at varying points in their journey. If you are considering financial advice, now is the time to make it happen.
We purely charge a fee for budgeting and cashflow advice, tax minimisation advice, retirement planning, investment and superannuation advice. No different to how a Solicitor or an Accountant will charge based on the time and value of their professional services and advice.
From an insurance point of view, similar to a Mortgage Broker being paid a commission from a bank for facilitating the advice and setup of a mortgage, we do receive a commission from insurance companies depending on policies put into force. This is a positive from a client’s point of view as it means that we do not have to charge a fee to help our clients take out cover to look after themselves, their families, their businesses and their existing debts.
Financial Planning is often believed to be for the wealthy and those who are nearing retirement. This is not the case.
Financial Planning is suited to everyone who has a financial goal that they want to achieve.
We work with clients who are saving for their first home or setting up their first business all the way through to helping people in retirement manage their funds so they can spend their time enjoying themselves knowing they have a trusted professional on their side.