Financial and Wealth Advisory – Strategy

Our collective services are able to be summed up in one word – “Strategy”.

At the forefront of our business is the way our advice model is structured, first and foremost is to maximise our clients’ position. Unlike the majority of planning and advisory firms within the wealth industry, we are privately owned placing us in the position to act in our clients' best interest. This claim can only be truly made through a completely transparent, fee-for-service model where all external commissions are revealed, providing clients with complete clarity throughout the advice process.

We take a Strategic-Client-Centric approach to our recommendations; we do not provide “Template Advice”.

Our advice and service is carried out through a “Family Office” approach providing an integrated financial and wealth management service. Our strategies integrate the full spectrum of our clients’ lives, which includes (but not limited to):

• Debt and Liabilities
• Cash Flow and Liquidity Planning
• Tax Planning and Optimisation
• Investment Advice and Management (shares, property, exchange traded funds, etc. - total portfolio)
• Superannuation Advice and Management
• Self-Managed Super Fund - SMSF (establishment, advice and ongoing management)
• Property Investment (outside and inside SMSF)
• Risk and Insurance (life, TPD, trauma, income protection, etc.)
• Asset Protection / Estate Planning (Intergenerational Planning, Wills, Powers of Attorney, Trust Structures, Super Death Nominations, etc.)
• Retirement Planning/Strategies (multiple income streams, lump sums, account based pensions, annuities, etc.)
• Small/Medium Business Advice (Capital Gains Tax exemptions, super concessions, risk & succession planning, etc.)