Our Services

General

We can help you in the following ways:

Setting measurable, achievable financial and lifestyle goals;
Projecting the likely outcomes of different scenarios to help you make important financial decisions, relative to your goals;
Recommending the best financial strategies;
Establishing a sound investment philosophy to maximize returns at a suitable level of risk;
Recommending and implementing the specific investments;
Establishing benchmarks to measure investment performance;
Regularly monitoring your portfolio and recommending changes as required;
Annually review your circumstances, objectives and attitude to risk to ensure strategies and investments remain appropriate;
Providing general estate planning advice, with a referral to solicitor if required;
Reviewing personal insurance needs, with referral to an insurance broker if required.
Borrowing to invest - if recommended;
Salary sacrifice guidance – if recommended.

Planning ahead to give you the flexibility to retire if you choose to;
Understanding the differences between the types of pensions such as Annuities, Allocated Pensions, Non-Commutable Allocated Pensions and Term Allocated Pensions;
Reviewing and recommending the best combination of the various types of pensions to use;
Developing strategies to maximize net earnings whilst still working;
Superannuation splitting
Reviewing strategies involving Undeducted contributions
Recommending Strategies to manage Capital Gains Tax upon sale of personal or trust assets.

Setting fund objectives;
Guiding the trustees to establish a compliant Investment Strategy;
Creating benchmarks to measure performance;
Regular review of portfolio to ensure it remains appropriate in relation to legislation, trust deed, trustee covenants and the investment strategy;
Recommending specific investments, if required.