better advice... smarter financial decisions

Our Clients

No matter what stage of life our clients are at they have financial peace of mind because they have answers to questions like the following.

Planning Retirement

  • Time is running out, have I left it too late to save?
  • Should I salary sacrifice to superannuation?
  • Which is best – paying off my home loan or salary sacrifice?
  • Superannuation - How much do I need? How long will it last?
  • Is a self-managed superannuation fund right for me?
  • Can I afford to retire and have the life I dream of?

Retirement

  • How do I create a regular and reliable income in retirement?
  • How long will my money last if I continue to spend this way?
  • I don’t wish to get old and then discover I could have spent more?
  • Could I be getting more age pension?
  • Why am I paying income tax, yet my friends don’t?
  • What happens to my money when I die?

Aged Care Accommodation

  • What do I need to know about entering aged care accommodation?
  • How much does it cost - I have heard it is expensive?
  • Will my age pension be at risk?
  • Will we need to sell our home if one of us needs aged care?
  • Who will make these decisions for me if I am unable?

Other circumstances

  • Redundancy
  • Divorce
  • Compensation
  • Inheritances

If you have similar concerns we welcome the opportunity to provide you with the answers.