Services
MANAGE DEBT
Cashflow
Timing your debt management
Effective use of surplus incomeTiming your debt management
Getting to debt-free faster
FAMILY MATTERS
Personal insurance
Planning for your loved ones' futureWindfall management
Inheritance
PROPERTY
Getting into your dream property faster
Planning for your investment property
REDUNDANCY
Maximising tax benefits
Allocating funds from payout
SUPER
Finding the right superannuation fund for your circumstances
How to best invest our money within superNavigating Government contribution rules
Planning for retirement income
Setting up a pension from your super
SAVE & INVEST
Making your money work for you
Avoiding risky investmentsBest investmnet for your stage of life
securing your financial future
Fees
Our fees range depending on the level of complexity of the advice. There are some useful articles avaiable on the web which give you a good idea of average adice fees. You can expect to pay between $3,000 and $7,000 for initial advice. While this probably sounds like a lot of money, there is a huge amount of work that goes into preparing tailored advice for each client. It is an investment into your financial future, and you can expect that the long-term benefits of our advice far exceed the cost. Ask us about whether you can pay any of your fee from your superannuation.