Families

Like most of us – families tend to be very busy.  Busy working hard to provide for the family and busy spending time with our loved ones. We tend to be time-poor trying to find a balance between family time while trying to pay off a mortgage and work towards growing your family’s wealth.

Our role is primarily to discover what is important to you – what your dreams for your family look like.  Bigger homes, special holiday, education expenses? We build a plan specific to your dreams and aspirations and are there with you every step of the way. The proper financial advice at this stage of your life is absolutely critical to your family’s long-term financial wellbeing.

Wealth Creation

  • How can I pay off my house sooner?                           
  • What long term savings options do I have?
  • How do I fund my children’s education needs?                                          
  • Is my money really working tax effectively for me?
  • I need help managing my cash flow.

Wealth Protection

  • What happens to my family’s finances if I die?
  • I want to continue my investment plan even through illness.         
  • Do I have enough insurance cover in place?
  • Can my super fund pay for the insurance premiums?

Superannuation

  • Is my current superannuation costly considering the advice I receive?
    Do I have the right balance between assets inside and outside Super?
  • What is salary sacrificing and how can it help me?
    Can I use my super fund to invest in Shares?
  • Is a Self Managed Super Fund right for me?

Estate Planning

  • Do I have an appropriate Will in place?                                                        
  • How do I distribute my estate fairly to family and other beneficiaries?
  • What are the benefits of having a Power of Attorney?
  • Who looks after my children if something happens to me?
  • We will start the discussion for you continue with a Solicitor who can help you with this.

Accounting Services and Mortgages*

  • No family wants to be paying more tax than they need to so our clients have access to our trusted Accountancy partner that we work closely with to ensure the correct tax strategies are put in place going forward.
  • You may be looking to buy your first home or to purchase your next investment property, our preferred Leading Partner can help you find the right mortgage for your needs.
  • *Referral arrangements are independent of Financial Services Partners