About

About us

WHY USE US?

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Busy Professionals

You may be a busy professional and its likely you are working long hours and struggling to maintain the elusive "work -life" balance. You desire to make smart decisions at this stage in your life to set the foundation for a secure financial future over the long term.

Issues you may have

  • How are you managing your cash-flow and is this effective?
  • What structure are you using for investing? Can you reduce tax and possible capital gains by structuring effectively?
  • Do you have adequate levels of personal insurance?
  • Are you buying Investment property or your own home?
  • Having the appropriate superannuation fund, and would you be smarter consolidating into one effective super structure?
  • Assessing whether to invest or pay out debt?
  • Whether gearing/borrowing is appropriate for you?

Small Business Owners

As small business owner's we understand the demands and issues that occur and face. Not having enough time every day to achieve what you want to achieve makes it important that as well as working in the business, you work "ON THE BUSINESS! Protecting, planning and building your financial nest egg whilst running your small business is critical.

Issues you may have

  • Managing your cash-flow. We can sort the best ways forward
  • Protecting the key parties to the business? We develop the strategy
  • Reviewing the business structure
  • Using superannuation as a key tool to grow wealth using your business
  • How profits should be distributed
  • Building your asset base independent of the business
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Pre Retirees

The transition from having young families to mature families is an exciting time as you are starting to regain control of your life. As you become empty nesters again with the children likely to be moving out, the mortgage getting smaller, and retirement is looming on the horizon. So what better time to start looking at retirement planning and how you will fund this and have the retirement you want and deserve.

Issues you may have

  • Paying off any mortgage and investing the surplus smarter
  • Salary sacrifice or equity transfer to boost your superannuation
  • Whether to commence a transition to retirement pension
  • Calculating how much you need to retire on
  • Inheritance monies and how best to make use of it
  • Assisting you children to acquire a property
  • Estate Planning strategy to have assets transferred effectively

Need Some Quick Advice?