Secure your financial future

There are a lot of investment products on the market. In order to make an informed choice about how to invest, it’s helpful to get advice from qualified and experienced advisers. Our Financial Advisers can offer access to investment markets and rates of return that could be out of the reach of individual investors. We can help with:

• Managed funds
• Annuities 
• Account Based Pensions
• Superannuation

Useful links

• MoneySmart
• Australian Stock Exchange
• Australian Securities & Investments Commission (ASIC)

Take the worry out of retirement

We’re living longer and retiring younger, so planning how you retire has never been more important. 

We can provide you with financial advice, from planning your wealth through to maximising your superannuation and pension funds, so you can spend your retirement doing the things you love, and not worrying about your finances.

Useful links

• MoneySmart
• Centrelink
• Department of Veteran’s Affairs

Sound financial advice when you need it most

Redundancy can be a stressful time in your career, but we can help with financial advice to ensure you’re making the most of your financial position. 

When you meet with one of our Financial Advisers, we can provide you with a range of options to ensure you make the right decisions and investment choices regarding lump sum payments you may have received from your employer, superannuation, taxation and social security entitlements.

Prepare for when the unexpected happens

When a death or disablement occurs in the family, the last thing you want to worry about is finances. We can help relieve the burden with our Estate Planning. 

We provide financial advice to allow you to distribute your assets according to your wishes, as well as create strategies to minimise taxes and protect you family’s interests for issues such as trust funds and powers of attorney.

Useful Links

• MoneySmart
• MyAgedCare
• Deceased estates FAQs

Make the most of your super

Superannuation is a major part of your retirement plan, and our Financial Advisers can help guide you through the options so that your money is working for you.

It has low tax rates, you can’t touch it until retirement and it’s compulsory. So choosing the right super option is crucial.

Our qualified Financial Advisers can provide sound advice on the super options available to you, and help you calculate how much money you will need in retirement to fund your lifestyle. 

• Advice on tax implications for super contributions
• Finding and consolidating your lost super
• Advice on life and disability insurance in your super.

Useful links

• MoneySmart
• Australian Taxation Office