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Our service model is based around helping you to create a secure financial future. No matter what your situation is, whether you are in the workforce, a business owner, about to retire, or already retired, we have the expertise to help you optimise your personal finances and achieve your long term financial and lifestyle objectives.

Our team of experienced financial professionals can provide you with a detailed and totally tailored blueprint for financial success in any or all of the following areas:

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  • Retirement Planning – if you are about to retire or already retired, we can help you arrange your finances to ensure you build a retirement income which is reliable and tax effective… and which should last for your lifetime or longer. We can show you how to pay little or no tax on your lump sum; and if you own a business or farm we can show you how to reduce or even eliminate tax on its sale. In addition, we can help you arrange your finances so you maximise Centrelink benefits if that is appropriate for you.
  • Superannuation Planning – we will review all of your superannuation arrangements to check if they will ultimately satisfy your retirement goals. We can also advise you on Self Managed Superannuation if that is appropriate for you.
  • Personal  Risk Insurance – protecting your financial position with the help of risk insurance is an essential strategy for most people. Risk insurance can provide financial assistance in the event of you or your spouse suffering serious illness or injury, or death.
  • Business Continuity Planning – is the process of arranging your business affairs now to ensure there is no unnecessary deterioration or loss of continuity in your business should it lose you or one of the other owners or other key people through illness, injury or death. We can help you create an estate plan which will ensure you and your business will be financially cared for should the unexpected happen.
  • Business Insurances – our job is to research the major, reputable insurance companies to find the insurances which provide your business with the right level of protection, including the definitions, clauses and exclusions which best suit you and your business. Of those insurances which meet your needs, we obtain quotes to ensure we recommend the most cost-effective products for your business.