Are you a self-employed or a salaried tradie or business owner struggling to keep your financial house in check? We are here to help ensure you have the right structure and plans in place to assist you going forward by:
Ensure you, your family and your business are protected
Educate you to ensure you understand where your money is going and working with you to create wealth
Manage your superannuation obligations and help achieve your retirement goals
Provide assistance for lending and finance solutions when needed
Work with you to ensure you remain financially fit and you maximise your benefits, position and resources
Utilise our team of experts to ensure you have an A-team of Advisers around you when you need their expertise
Hear from Andrew about his experience since coming onboard.
Case Study Financial Advice for Tradesmen
Andrew came to us after experiencing service and communication that he was not happy with from his existing Adviser. By sitting down with Andrew and understanding his needs, we were able to put a plan in place to ensure he was able to get his first investment property, which will provide a dual income for him going forward, and a plan to build a property portfolio. By reviewing Andrew’s personal protection strategy, we were able to reduce his outgoing costs and claim the maximum tax deductions for his benefits and also implemented a long-term investment strategy for his retirement benefits.
Download our guide on the 5 habits of being financially secure
