We ensure you have a personal protection plan in place if things don’t go exactly to plan. We consider options such as life insurance, total and permanent disability insurance, income protection insurance and trauma insurance among others.
Preparation for retirement will ensure you’re emotionally and financially ready to retire at your desired age. We will work with you to understand your retirement needs, plan your superannuation strategy, help you determine your social security entitlements, how any debts are tracking and develop and implement a plan to reach your goals.
We have relationships with leading Mortgage brokers and lending specialists to help you get the best rate or understand your borrowing options before committing.
Our panel of solicitors will work with you and other in-house and external experts as needed to design a comprehensive estate plan in line with your wishes. Our estate plans are part of the ongoing service and full-service checks.
We take a deep dive into your superannuation benefits and understand how your funds are invested and if this is inline with your wishes, we then benchmark this against other providers in the market and provide our recommendations to ensure you understand the fees, benefits and holdings of your portfolio.
We have property analysts, real estate specialists, leasing experts, accountants, solicitors, taxation specialists, researchers, depreciation experts and many others waiting to help you with building and supporting your property portfolio.
We will assist you with your intergenerational planning, working with you to ensure that the future generations of your family are financially secure and are able to live their lives free of financial concern, both today and in the event of unforeseen circumstances.
We will work with you and review your ongoing debt obligations, monthly expenses, investments, monthly income and other factors involved in your continuing financial situation.
We rely on an external expert legal team who understand various laws that may be specific to your enquiry and are well equipped to address all your legal and financial needs. Our services are transparent, affordable and specific. We work with partners that share our values and commitment to our clients.
Choosing the correct tax and asset structure for your business and personal finances is crucial in protecting and scaling your wealth. We will advise you on all of the advantages and disadvantages of each option so you can make an informed decision as it can be expensive to change structures once in place.