Financial Advice & Services That We Offer

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Ask us for a Free Consultation for the best financial advice tailored for you

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

Examples of financial services and financial advice that are sought from us include:

Retirement planning

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.

Watch a 1 minute video from Kevin Smith about this service

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 investment 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.

Insurance Advice

Unbiased independent insurance advice where we determine your life insurance needs and then recommend the most appropriate products on a no commission basis.

Other financial advice and 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.
  • Navigating the financial complexities when entering an Aged Care facility.

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