Our Services

WHAT SERVICES DO WE OFFER ?

We provide financial advisory and implementation services for individuals, businesses, professional firms and corporations, as well as for government, industry and trade union organisations. Some of the services we offer are presented below.

WEALTH ACCUMULATION

The steady accumulation of wealth is about consistent investment returns and pursuit of growth markets. While we believe it is important to assess and monitor risk, we also believe that, for successful wealth accumulation to occur, it is equally important to take advantage of opportunities through continuous research and assertive investment behaviour.

As your financial adviser, we will discuss your financial objectives, your plans and expectations for the future, and your personal priorities to develop the most appropriate wealth accumulation strategy for you.

RETIREMENT PLANNING

Retirement is a time in which personal and financial security and peace of mind are important. During this time, people usually require both income and capital growth to maintain their chosen lifestyle.

As your financial adviser, we will discuss with you your financial goals and lifestyle aspirations, and analyse the many strategic options to achieve your objectives. We will take into account your tolerance for risk and income needs, and examine the tax effectiveness of each option.

For retirees, there are many uncertainties: How long will your capital last? What will be the impacts and implications of government changes to social security, superannuation, and taxation policy on your financial position? Our role, as your personal adviser, is to ensure that you are fully informed of all the issues, and that you stay "on track" to achieve your objectives.

ESTATE PLANNING AND PROTECTION

Estate planning is the planned creation, preservation and distribution of wealth. We can assist you with estate planning strategies, ensuring that your family and your estate is financially secure and protected for the long term, no matter what happens.

We will discuss issues with you such as personal protection, the establishment of family trusts, and even financial planning for your children's primary and secondary education, if required.

We can also arrange assistance in the preparation of your Will and ensure that your assets are assigned to the appropriate beneficiaries.

RISK MANAGEMENT

We provide risk management and coordination services for partnership agreements and buy/sell agreements. Insurance services can also be arranged for key employees who are important to the successful operation of your business.

TAXATION PLANNING

The strategy, product selection, and balance in your investment portfolio must reflect a detailed understanding of taxation implications and consequences to be effective. As your personal adviser, we will ensure that taxation planning is an integral component of you financial strategy.

BUSINESS SUPERANNUATION SERVICES.

We are able to offer you a number of superannuation options, including different products and investment strategies.

We can also assist you in selecting a superannuation strategy for you and your employees that is flexible, efficient and cost effective.