Business Professionals

Whichever path you have taken to be where you are right now, you are enjoying life while working towards a successful future.  You are independent and successful at what you do but believe in making the right partnerships at this stage in your life to give yourself the best head start in life.  Together we will determine what your aspirations are for your future and build a wealth creation strategy to be in-synch with how you are travelling now and where you see yourself in the future.

Wealth Creation

  • I need help managing my cash flow                                                             
  • What long term savings options do I have?
  • I want to build my future wealth – what is the best path for me to take to get there?                                             
  • Is my money really working tax effectively for me?

Wealth Protection

  • What happens to my assets 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?

Accounting Services and Mortgages*

  • As a young professional, you may not have the most complicated tax structure, however we like to partner our young clients with the right Accountancy solution for their needs now and their growing needs in the future. We can work in conjunction with your accountancy firm or refer you to our trusted Accounting business partner.
  • You may be a first home buyer or buying an investment property, our clients have access to  our trusted Lending partner  to help them find the most suitable and best value mortgage available to them.
  • *Referral arrangements are independent of Financial Services Partners.