What We Do

Wealth Creation

We recognise that wealth creation is an important part of a client’s overall financial plan. We do this by:

Proposing wealth creation measure that can be pursued prior to retirement including:

• Savings plans;
...

Retirement Planning

We are able to provide our clients with advice on suitable retirement income strategies to maximise their financial position and goals in retirement.

This includes:

• Providing detailed advice on Account Based Pensions (AB...

Salary Packaging Strategies

We assist employers and employees with their salary packaging needs. We are accredited with a number of salary packaging administrators including ACT Shared Services, Selectus, Maxxia (formally McMillan Shakespeare) and SmartSalary.

Superannuation

We have extensive experience in assisting clients manage their superannuation funds including:

• Commonwealth Superannuation Funds;
• Retail Superannuation Funds;
• Corporate Superannuation Funds; and&nb...

Commonwealth Superannuation Schemes

We specialise in assisting clients with their Commonwealth Superannuation benefits. We provide advice on the following schemes:

• (CSS) Commonwealth Superannuation Scheme;
• (PSS) Public Sector Superannuation Scheme...

Redundancy Planning

We develop strategies to maximise entitlements for clients facing redundancy and assist them in preparing financially for subsequent employment or as they transition into retirement. We assist clients from the private and public sector by incor...

Risk Management

We recognise the importance of Risk Cover for the financial security of our clients. We make risk management a key part of our financial planning strategies advising our clients on the different types and levels of risk cover they require to en...

Estate Planning

Estate planning is a vital part of a client’s long term financial security. We are able to review and provide recommendations on a client’s estate planning requirements including strategies relating to superannuation and insurance. ...