Strategic Financial Advice
Our financial solutions focus on strategic goal oriented advice. There are many areas where we provide effective financial solutions including:
- Retirement Planning – short, medium or long range planning to achieve retirement goals
- Superannuation and contributions – selection of superannuation funds and design of super contribution strategies
- Superannuation pensions – advice relating to pensions in retirement or semi-retirement
- Self Managed Superannuation Funds (SMSFs) – solutions for use of SMSFs in retirement planning and investment planning and tax management
- Financial tax advice – tax advice connected with superannuation contributions, pensions, income tax pre and post retirement and associated areas
- Investment Structures – where to hold assets including self managed superannuation funds, companies and trusts.
- Insurance – structuring insurances to meet your needs including life, permanent disability, income protection and trauma cover
- Debt Management – strategies for debt reduction or taking on new debt in a tax effective manner
- Estate Planning – strategies relating death benefit nominations, Wills, powers of attorney and estate structures including trusts
- Aged Care structuring – solutions for funding independent retirement living, aged care funding options and pension benefits