Services

Financial Planning
Involves the preparation of personal financial plans that provide our clients with a strategy for today and tomorrow. We believe the wealth management process is about delivering upon lifestyle goals and this is only possible once a comprehensive understanding of our client's own objectives is obtained. These objectives also assist us in determining an appropriate long term asset allocation for each client.

Implementation of Financial Plan
Once prepared, we can implement the plan as well as monitor all it's investments. One of our key roles is to work with clients to see the agreed goals are achieved and help action the required steps.

Investment Recommendations
Once the required asset allocation is determined we advise on a wide range of investments and structures that include: shares; debentures; superannuation and managed funds. We believe that investments should meet client financial goals as well as provide diversification and adequate cash flow.

Superannuation
We specialise in superannuation strategies, with the type of fund used being tailored to each clients circumstances. Where appropriate, we may recommend using a self managed fund and offer services that include fund establishment and administration, investment strategy and when appropriate pension strategies.

Insurance
In order to help protect clients wealth we are able to provide risk strategies for clients including insurance solutions for individuals and businesses to help overcome financial pressure during times of need such as an untimely death or illness.

Portfolio and Planning reviews
Financial plans should never be static, they need to be reviewed at regular intervals. We conduct regular portfolio and planning reviews with our clients to see they are making progress in all the areas that are important to achieve.

Client briefings
Apart from one on one client reviews, we believe it is important to hold briefings that involve all our clients. This gives us an opportunity to present news and information to all in a social environment and provide our clients with an opportunity to interact with our staff, guest speakers as well as each other.