Financial Planning:

Financial Planning has been the core of our business. With an experience of over 20 years, we provide a range of financial planning services:

 

Strategic Financial Planning

We appreciate that everyone's needs and goals are different. You may be looking for financial advice to help achieve your long term goals or a short term goal or you may be facing a life changing event or require balanced advice or are searching for investment opportunity, we are here to assist you. We are a team of experts, equipped with latest tools and information.

 

Life Insurance:

Life: Life cover can provide a lump sum payment to your beneficiaries in the event of your death.

TPD: TPD (total and permanent disability) cover can pay a lump sum of up to $5 million if you suffer total and permanent disability.

Trauma: Trauma cover can pay a lump sum to help with medical costs if you suffer any one of our specified trauma conditions (cancer, heart attack, etc.).

Income Protection: Income Protection cover can replace up to 75% of your regular income and super contributions if you’re unable to work due to illness or injury.

 

Finance and Mortgages

We are licensed credit service providers and have expertise in identifying your borrowing needs and recommending suitable loans products.

Home Loans:

  • new home to live
  • renovate or extend your existing home,
  • buy an investment property
  • investing through your super (SMSF)

Loan for lifestyle items:

  • new car,
  • boat,
  • caravan
  • other lifestyle items

Business and commercial loans:

  • Secured or unsecured
  • Variable or fixed interest rate
  • Flexible repayment options

 

Self-Managed Super Fund

You may look to control and manage your own super through SMSF. But this requires an extensive skills in financial and legal matters. We provide end to end services to assist you with your SMSF:

  • Financial Advice on SMSF
  • Establishment of SMSF
  • SMSF Administration
  • Annual Compliance
  • Accounts & Audit

 

Retirement Planning:

Everybody has unique retirement plans. You may look to retire at age 50, 55 or 60 and you may start thinking about maximising your investments, putting extra money into super and balancing your risks and returns. A peaceful retirement needs an environment of certainty and control.

 

Equity Investments

Equities are a key component of many investors’ portfolios. Australian equities generate dividends as well as offer investors tax advantages through franking credits. We take a balanced approach to creating a diversified portfolio of investments for our clients.