OUR SERVICES
OUR SERVICES
PERSONALISED, TAILORED ADVICE AND ONGOING MANAGEMENT
INVESTMENT MANAGEMENT
We help you manage your investments according to your goals. This can be by way of direct investments such as shares or fixed interest, or by way of a Managed Fund if appropriate. Once established, we assist you in the ongoing advice relating to your portfolio to ensure that it continues to meet your objectives.
SELF MANAGED SUPER FUNDS
We can help you establish and operate your own Self Managed Super Fund. We can assist you with your obligations when managing your fund.
ESTATE PLANNING
We can assist you and your family with planning your investment beyond your passing away. This enables you to provide for your beneficiaries once you are no longer able and helps to relieve the added pressure of finances through difficult times.
STRUCTURING ADVICE
We can review your existing financial structures to ensure they still meet your changing needs. It is crucial that any returns you make on your capital are made as efficiently as possible.
RETIREMENT PLANNING
Everyone has a different set of goals approaching retirement. It is important to start planning your alternate income stream as soon as possible to ensure a smooth transition from work income to retirement income in the most efficient manner.
ADMINISTRATION SERVICES
Our administration service includes a 'mailhouse' function where we receive all your investment correspondence. We manage corporate actions on your behalf and provide your accountant with a comprehensive information package post financial year end for the preparation of your tax obligations.