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We provide advice on every aspect of your financial future

Superannuation

We’ll help you feel confident about your superannuation, whether it’s choosing the right entity or product, making contributions to minimise tax or maximise your retirement benefit, or deciding when to start your pension.
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We understand Self-Managed Superannuation Funds (SMSF), Retail and Industry Superannuation Funds and Define Benefits.

Investments

We will review your investments—whether in property, cash, shares or managed funds —assess your asset allocation and performance, and provide ongoing specialist advice.
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Our investment strategies are managed by our investment committee and all investment recommendations are tailored to each client.
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Leave the paperwork and ongoing management of your investments to our experienced team. 

Insurance

We’ve partnered with a specialist insurance advisory firm to review your insurance needs together, ensuring you have the right level of coverage and the best product for you.
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You're probably thinking, why do I need to review my existing policies?
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Well when was the last time you reviewed the recent changes to your policy wording, reviewed the quality of your existing policies or the price and structure. 

Tax Management

In collaboration with your tax adviser or accountant, we can ensure the best structures are in place for you, maximise your tax-saving opportunities, and generate tax-effective income.
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This could be through maximising tax deductions, contributions to superannuation, Capital Gains Tax Planning, Discretionary Trust or Company Entities. 

Estate Planning

We will collaborate with you to develop a plan that ensures your assets are distributed according to your wishes. We’ll also implement a strategy to transfer wealth to your family members in a way that maximises tax effectiveness.

Philanthropy and Intergenerational Wealth

We can develop a strategy for charitable giving that ensures maximum tax effectiveness and model the financial impact of your gifts.
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We understand that you want to create a legacy for future generations.  We can help with family wealth protection strategies and managing inheritances. 

Let's get started!

The next step in your financial journey is choosing the right financial adviser for you. You can easily set up a complimentary phone call to get started.  Visit our teams page to find an adviser that suits your needs. 

If you prefer, we can also match you with the ideal adviser for your situation.

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