Build the Lifestyle You Want
Do you have a lifestyle in mind for retirement? Planning for that now is the best way to make it happen. Our financial advisor partners help plan your future
Work towards your ideal lifestyle now and in the future.
As well as understanding our clients’ businesses, we make it our job to understand their personal circumstances and individual requirements too.
This is made possible by our team of client services managers and directors, who look to understand the people behind each business we advise.
This enables us to assist in areas beside your business.
For instance, our partnered financial planners are well-qualified to advise on personal finances and retirement plans, while our team provide advice on asset protection and transition to aged care if and when that is required.
Solutions for many of life’s questions
Whether you need help managing your family finances or are looking to make arrangements for aged care, we can assist with these important financial matters that directly affect your lifestyle.
If you’re just starting out in business, you’ll want to grow your wealth; and if you’ve been in business for decades and are looking forward to enjoying more time on the golf course, travelling, or spending time with the grandchildren, you’ll want to protect what you’ve earned and plan for the future.
With the help of our advisors, that becomes a lot easier:
- Financial planning
work towards your main financial goals in the short and longer term; we’ll help you save, invest, and protect your money in a tax-effective way so that you can build wealth and protect it for the future.
- Retirement planning
whatever your plans for retirement are, you might not get there without careful planning. We’ll help you build your retirement funds and manage your wealth so that you have enough for the lifestyle you want.
- Asset protection
we’ll help you identify and manage areas of risk with the right insurance policies that protect you, your family, and your assets.
- Financial planning
work towards your main financial goals in the short and longer term; we’ll help you save, invest, and protect your money in a tax-effective way so that you can build wealth and protect it for the future.
- Retirement planning
whatever your plans for retirement are, you might not get there without careful planning. We’ll help you build your retirement funds and manage your wealth so that you have enough for the lifestyle you want.
- Asset protection
we’ll help you identify and manage areas of risk with the right insurance policies that protect you, your family, and your assets.
- Aged care advice & assistance
if you or a loved one needs a plan to move into residential care, it is one of our areas of expertise. We can help you with a workable, tax-effective plan that minimises stress and makes the future seem less daunting.
- Tax efficiency
we can help with asset and liability ownership, setting up trusts, gearing strategies, salary packaging, and redundancy strategies.
- Aged care advice & assistance
if you or a loved one needs a plan to move into residential care, it is one of our areas of expertise. We can help you with a workable, tax-effective plan that minimises stress and makes the future seem less daunting.
- Tax efficiency
we can help with asset and liability ownership, setting up trusts, gearing strategies, salary packaging, and redundancy strategies.
Aged care advice and assistance
- If you plan for it early enough, you can usually afford the level of care you expect
- You don’t necessarily have to sell the family home
- You can structure your finances to provide more options
Understanding these three things are important. They help dispel a lot of myths that you may have about aged care.
However, there is a lot to think about when deciding on aged care services. Budget, eligibility and level of care are just a few of them.
The secret is to plan as early as possible and that’s one of our areas of expertise.
You don’t have to make decisions alone.
