Services
Planning for Retirement
– When can I retire?
– Do I have enough?
– What kind of lifestyle can I afford?
– How can I maximise any potential government benefits?
Retirement Management
– I am already retired, and don’t want to worry about your finances.
– I want to buy a caravan and travel. How will that affect my retirement savings?
– I would to complete estate planning.
Superannuation
– How can I use super to best prepare for retirement?
– How much can I contribute to super?
– Can I access my super?
– How is my super invested?
Personal Insurance
– What happens if I am unable to work due to accident or illness?
– How can I pay off the mortgage, if I no longer have the ability to earn an income?
Investment Advice
– I have paid of my home loan, what should I do now?
– I want to invest tax effectively.
– Should I invest in property or shares?
– What should I do with excess cash?
High Net Worth
– I have a complex company structure.
– I have investable assets of over $1Mil.
– I want my adviser to liaise with my accountant and solicitor.
– I want business succession planning