Our Services


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