Services

Our financial planning services include one-off or comprehensive advice in the following areas, depending on your needs.

Strategic planning advice
Working with you to identify your goals, with a particular focus on cash flow management, debt structuring and ensuring the right taxation structures are in place.

Investment Advice
With a unique investment philosophy focussed on after tax returns, we provide investment advice and ongoing management services from standard to complex financial situations.

Personal insurance and risk management
It is important to put in place a plan to protect the wealth you are accumulating for you and your loved ones if something were to happen to you. We can assist with a plan to manage that risk, including assistance with all your personal insurance needs.

Pre and post retirement planning
It doesn’t matter how far away, or close you are to retirement. We work with you to determine how much you need in retirement, then put a plan in place to achieve those goals, ensuring you maximise your retirement benefits.

Centrelink Advice
We can review your financial affairs (including your assets and income) to ensure you qualify for the maximum benefit. For those approaching retirement, we are even able to complete all the documentation and get your pension started for you.

Self-managed superannuation funds (SMSFs)
From assessing the need for a SMSF through to investment advice and assistance with meeting your compliance obligations, we offer comprehensive SMSF advice and support.

Tax planning
Our relationship with Direction Accounting means we are in a position to address all your tax concerns and structure your affairs to minimise your tax obligations, whether that be for a one-off situation or on an ongoing basis.

Estate and succession planning
Assistance for you and your family in ensuring your assets and investments are passed on according to your wishes, and in the most tax efficient manner. We specialise in assistance for farmers and business owners and the often complex succession issues that arise.