What we do
If you want to learn more about us, you’re in the right place. Read to learn how we managed to grow our business so fast.
Wealth Protection
We offer a suit of risk protection insurances to mitigate sickness and accident. However, we also deal with Asset protection strategies using Entities and proper estate planning.
Financial Planning
Financial planning is hard to describe, we deal with all facets of your financial needs acting as the lead adviser. We will advise which other professionals are needed and deal with them on your behalf for a full service best interest outcome.
Self Managed Super
We believe Self Managed Superannuation is an integral part of your financial planning needs. We have, through a sister company, accountants and administrators who assist you in managing these often complex structures.
More services
Wealth Creation
We can assist in the investment decisions on property, shares ETFs. Whether to use leverage, or use a long term investment structure such as a Family trust or company.
Estate Planning
We, with the assistance of fully qualified lawyers, create estate plans to ensure your money is effectively transferred to the next generation. These include wills, powers of attorney, binding death nominations and letter of wishes.
Retirement Planning
Whether your are due to retire or if you are already in retirement, we are happy to assist with the jargon of retirement and the complex paperwork of dealing with centrelink.
Cash Flow Management
Beginning with a saving first philosophy, we can assist you in creating a structure to reduce your spending and increase your savings or reduce your personal debt. Ask us how.
Business Advice
If you are about to start your business or have been not been given proper advice in the past, come and see us about the best way to protect your assets, and to establish structures to only pay the taxes you have too.
Debt Minimization
Personal debt is something we all should focus on reducing. We can assist through our sister business, Profectus Lending, in refinancing high interest debts into your home loan to reduce interest payments. We will then establish a plan to get you out of debt and into savings.