Services

MANAGE DEBT

Cashflow
Timing your debt management

Effective use of surplus income
Getting to debt-free faster

FAMILY MATTERS

Personal insurance
Planning for your loved ones' future
Windfall 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 super
Navigating Government contribution rules
Planning for retirement income
Setting up a pension from your super

SAVE & INVEST

Making your money work for you
Avoiding risky investments
Best 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.