SERVICES

Aged Care Accommodation funding

Budgeting and savings plans

Centrelink entitlements

Comprehensive financial planning (Statements of Advice)

Investment advice - asset allocations and blending managed funds

Superannuation advice - strategies and investments

Retirement planning advice - strategies, investments and income streams

Life Insurance / Wealth Protection

Term Life Insurance

Total & Permanent Disability (TPD) Insurance

Trauma or Crisis Insurance

Income Protection Insurance

Business Expenses Insurance

Key Person Insurance

Estate Planning

Superannuation - binding or non-binding beneficiary nominations

Liaison with Solicitor re Wills & Enduring Powers of Attorney


Self Managed Superannuation Funds

Advice re complex regulations and Trustees' responsibilities

Assistance with Investment Strategies; review of investments

Liaison with Accountants, Tax Agents and Auditors