Investment and Personal Protection Strategies for every stage of your life.
Finding time to run a successful business or practice whilst developing your own wealth isn’t easy. It takes time, which is a rare commodity in life.
That’s why for over 20 years, we've been assisting Australia’s highest achievers; whether Entrepreneurs, Company Directors & CEOs, Barristers & Judges, on how to turn their life’s passion into future wealth for themselves and their family.
With Strategic Partnerships from Australia’s most trusted companies, we design personalised wealth creation plans that take care of you and your family, your property and a portfolio of investments through all of life’s stages.
We specialise in working across all aspects of wealth creation. Whether it’s Superannuation strategies, effective tax structuring or Estate Planning for your children, you’ll have one single point of contact for all the questions and expertise you’ll need.
We work personallywith each client, because it’s when life doesn’t go to plan that you need an advisor you can trust.
If time is getting in the way of planning your own financial future, let’s have coffee and see how we can use time to your advantage.
The One Place for all your personal and financial services.
financial planning for life
Time is Money. But finding time to design your own financial success is often illusive.
By understanding your needs, we’ll establish clear and practical strategies and assess the risks, to design a plan for you and your family. Not just for today but geared to your continued professional success, optimising your plan, protecting your interests and assets whilst building a tax effective future retirement.
Working closely together, we bring together expertise across all key life and financial areas. Setting a path for all of your future personal and work life stages: Home & Investment Loans, Financial Investments, Life related Insurance, Financial Coaching, Taxation, Estate Planning and Superannuation.
home & investment property loans
We don’t think Property Loans are all the same. As a strategic partner to Westpac, our clients receive unparalleled professional rates that recognise your standing in the community. Loans are structured to manage your debt position whilst keeping future options open.
In-house access to loan expertise & processing means no delay to switching loans and integrating them into your household budget.
Our ‘Property Outlook’ too gives you the same access as Real Estate Agents on sales and rental data, ensuring you have a complete ‘property picture’.
Investment portfolios
Great investment strategies access leading market performers and make timely decisions to take advantage of changing market conditions.
We'll start with examining your life goals and align them with a suite of strategies that cover personal protection, asset usage and investment strategies. This is your ‘Wealth Creation’ strategy and with it a personalised plan to achieve your objectives today and into the future.
You'll end up with the right wealth creation strategies working hard, without being hard work (for you).
superannuation, retirement & estate planning
The key to Self Managed Super Funds (SMSF) is the ability to build wealth whilst minimising the tax implication of your investments. We structure your SMSF utilising our extensive knowledge of tax & accounting law; personal, company & trust structures.
We also offer retail superannuation accounts for clients that want to access specialist fund managers without setting up a SMSF.
With at least 45% of Australians not having a valid will, it’s critical to incorporate Wills, Estate Planning and Inheritance strategies into your financial plan. Our extensive experience and professional alliances ensure your current financial plan integrates a future no matter how far away it may seem.
life, income & trauma insurance
No-one likes paying for insurance, but being properly protected is critical if the worst happens. The right plan ensures you and your loved ones don't suffer financial burdens & hardship.
Our substantial leverage with Strategic partners such as MLC & BT, means that if something does happen, you're taken care of, when other insurers might hesitate. And for those you love, we protect them too.
Importantly, your policies are reviewed annually and adjusted for your life stages (eg. with young children versus grown-up adults) to make sure your #1 investments; you & your family, are fully protected.
Family financial coaching & literacy
Just because you’re an expert in your field, it doesn’t mean you’re expert in every field. The same goes for your family and financial literacy. We work with clients and their families. Children especially, need to be educated to make the right ‘wealth’ decisions as adults. Most 20-24 year olds have more money in Superannuation than their own Bank account.
We’ll work through what they want to know, what it means and how better decisions are made. Knowing your goals too, helps them support and prosper from your hard work.
“If past history was all that is needed to play the game of money, the richest people would be librarians.”
Let's Chat.
Making any change in your financial management is not easy. Who do you know, can I trust them, are they expert enough? What don’t they do that I still need to find? Will they take care of me and my family?
That’s why we start with a coffee. Investing just 30 minutes to share perspectives will help you decide what’s on your mind. And at the very least, you’ll get out of the office to think about this most important topic – your financial future.
There’s no obligation, so give me us a call or send me this and let’s meet.