An open letter about the Royal Commission
Thank you to all our clients who have gone out of their way to tell us they feel very safe and secure in the advice we provide.
James McFall Managing Director
Retirement planning advice requires expertise and trust that can be relied on. That's why we are proud to have achieved the FPA Professional Practice designation, that recognises our high professional and ethical standards. Click here to find out what this means.
How can we help?
Good fortune needs great planning
Our mission is to diligently advise, educate and empower Australian professionals and business owners to retire comfortably and to achieve the financial goals that are important to them. This is the reason we exist!
For us to succeed with this, we need to get to know you and this is the aspect of our role we enjoy the most. We aim to form deep relationships with all of our clients, so we can be there for you, as your needs change.
If you are searching for highly personalised financial advice that will set you up for retirement, give you peace of mind and free up your time then you have come to the right place.
Why leave your future to chance? Let us help you plan it.
We want to get to know you
What do you value in life? What are your financial goals and objectives? What is your current plan for achieving everything you want?
The answers to these questions put us in the best position to advise you on wealth creation and retirement planning.
Can you relate to any of the needs outlined below? We can help!
Are you looking for ways to make your money work harder for you? We’ll develop an investment plan to reach your goals. Fundamental to this, is that we help you manage risk. We have access to most investment options available in the market place and have vetted these via external research and our own. For clients with a direct property preference we have a unique approach to incorporating property into our plans. We recommend direct shares when they are appropriate. →
You are over half way through your working life and retirement is no longer an intangible concept. You will have accumulated some wealth, but it may not be focused well towards the ‘big’ end goal of retirement. No matter how well — or not — you have planned to date, we will help you develop a focused retirement plan. Superannuation should be of high consideration and we will favour strategies with guaranteed outcomes, such as tax savings where possible. →
It's time to put your savings towards funding a secure retirement. We will provide clear direction and peace of mind that you are making your life savings work effectively for you. We will do this by helping you structure your affairs to achieve a low tax outcome; receive Centrelink benefits where possible; manage risk to ensure longevity of your funds; invest to create capital growth on assets not needed n the short term; and achieve a low estate tax outcome for your family. →
We understand the unique needs of a business owner, like irregular cashflow or the risks associated with being sued and we can help you structure your investment strategy to manage risk. We will apply our understanding of small business tax exemptions to help improve after tax business value and will work with you and/or your other advisers, to help connect your business with your personal financial plan. We offer specialist business insurance advice, including key man and buy / sell advice. →