SUPERANNUATION

Superannuation in Australia is big business. Australians hold over 2 Trillion dollars in their combined accounts and there are a myriad of options available to invest in. 

You could leave it in the default fund provided by your employer or you could run your own self managed fund and invest in all types of assets. 

We help you weigh up the benefits and costs associated with each option to help you decide on what is right for you.

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ESTATE & SUCCESSION PLANNING

We can help you to identify potential threats to your estate or business and help you to liaise with legal professionals, and other experts. 

This can ensure that there are no nasty surprises waiting for you, or your family, in the event of your death or choosing to exit a business partnership.

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INSURANCE

Most people have private health cover, home and contents and car insurance but forget to adequately cover their largest asset, themselves.

Our goal is to ensure that we provide you with advice that will stand the test of time so when something happens to you, or your loved ones, you can focus on the things that are important. 

We personally help you to not only set up your protection portfolio, but also to manage your claims if need be. You are not just a name on a piece of paper. 

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INVESTMENT

Whether you are saving to buy a house, want to build a robust long term investment portfolio or you want to start saving for your child's education. 

Investment is about making wise choices and only taking risk when reward is likely to follow. We utilise tried and tested techniques to build your wealth and keep you on track towards your goals.

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BUDGETING

Have you put together a budget for your household? 

Most people don't know where the majority of their income actually goes. We use powerful budgeting tools to help you track your spending and give you the power to choose where you spend your money.

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NETWORK

Obviously, we know where our strengths lie, and we can not deal directly with everything financial and business, we however can provide you with access to our network of trusted professionals who can help you to solve problems that we don't specialise in.

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Ready to Get Started?

Schedule your Initial Strategy Session and start the process towards growing your wealth today.

 
 
 
Members of AFA.

Members of AFA.

Backed by Synchron.

Backed by Synchron.