Our goal is to ensure each client receives tailored financial advice around the protection of family and assets whilst maximising any government and tax benefits, with the ultimate goal of helping each client retire with more.
1. Discussion, Fact Find and Review
2. Personal Strategy Construction
We explore your options in terms of superannuation solutions, wealth protection, TTR and retirement planning, tax reduction and mortgage and lending solutions.
We gather information on your current financial situation, identify your goals and understand your risk profile.
We unveil your tailored Statement of Advice (SOA) with educational information to explain strategy and investment concepts, features, benefits, risks, fees, charges and product disclosure statements.
As required, we set up new or transfer existing investments and structures; assist in establishing margin loan facilities; establish an SMSF; consolidate or roll over existing superannuation accounts; put in place regular contributions; and take out insurances.