Our Services

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Self Managed and Managed Superannuation


  • Setting up your own fund and managing your own investments
  • Selecting a managed superannuation fund

Financial Planning


We offer lifestyle financial planning, which involves:


  • Setting your financial goals
  • Being financially organised so you know where you are and where you are going
  • Selecting investments that suit you, not us
  • Planning for school fees
  • Planning for retirement
  • Planning for travel
  • Regular reviews of your situation

Salary packaging


  • Effect of FBT on salary packaging
  • Superannuation contributions for spouses
  • Tax and salary effective car plans
  • Novated leasing

Estate Planning


  • Planning your kids’ inheritance
  • Assisting children and grandchildren
  • Charitable donations

Advice on income and capital gains tax matters