Services

I have access to a very broad approved product list (APL) that will cater for most requirements. In addition to this I have the capacity to provide advice on non-approved products on an as-needed basis. This allows the development of effective solutions for diverse range of client financial needs.

Defined benefit schemes

We can provide specialist advice around defined benefit funds including CSS (54/11), PSS, DFRDB, MSBS, Unisuper, QSuper and LGIA Super.

Superannuation

We will ensure your most important retirement asset is built as effectively as possible. This can include advice around self managed super funds (SMSF), Industry Super Funds and retail funds.

Retirement

We will review and analyse your retirement planning to ensure all available forms of income are optimised. This will include retirement pension and Centrelink pension entitlements.

Retirement modelling

We can model out your current assets including your super to assist you in determining your asset position and projected income at retirement.

Centrelink entitlements

We will maximise government retirement entitlements to benefit your estate.

Investment advice

We will help you to take control of your investments to ensure your asset allocation is aligned with your current needs.

Estate planning

We will advise on structuring assets to ensure they are passed to your beneficiaries in the most financially effective way possible. This includes minimising death benefits tax.

Wealth accumulation

We can provide solutions for building wealth outside the superannuation environment when appropriate.

Debt management

We will align your cash flow and debt position to be as tax effective as possible.