Our services
Our team of expert advisers will provide you with sound, comprehensive, and professional financial advice backed by years of industry experience. By gaining a deep understanding of your situation, we’ll give you the tools to achieve financial success, guided by the most up-to-date information on legislation and how it affects you.
And we won’t stop there.
Our aim is to connect you with everything you need to live a complete life.
Individuals
We help you to not only plan for the future that you deserve, but also to live the life you want today.
- Wealth creation
- Wealth protection
- Portfolio Management
- Estate Planning
- Retirement planning
- Wellbeing
Families
We help you to create a secure future for those who matter most – at any age.
- Wealth creation
- Wealth protection
- Estate Planning
- Retirement planning
- Wellbeing
Small business owners
We help you to make your money work just as hard as you do.
- Wealth creation
- Wealth protection
- Portfolio Management
- Wellbeing
Business executives
We help you to focus on what you do best as your outsourcers of your financial and personal wellbeing.
- Wealth creation
- Wealth protection
- Portfolio Management
- Wellbeing
Wealth creation
Strategic, structured and tactical wealth creation planning.
- Cash flow design & modelling
- Asset allocation & diversification
- Investment strategies and advice
- Superannuation including Self-Managed Superannuation Funds (SMSF)
- Children’s savings plan
Wealth protection
Insuring for the future ensures your future.
- Life insurance
- Total & Permanent Disablement Insurance
- Income Protection Insurance
- Critical Illness Insurance
- Keyman and Business Insurance
Portfolio management
Helping you make sound investment decisions.
- Australian shares – Direct Equity portfolios, Separately Managed Accounts, active and passive Managed funds
- Exchange Traded Funds and Listed investment companies
- Local and Global Managed Funds
- Term Deposits
- Bonds
- Corporate Listed income securities
Estate planning
Assistance in future planning for your beneficiaries.
- Wills
- Strategy advice in dealing with assets and investments
- Referrals to solicitors
Retirement planning
Live the Golden Years without worry.
- Advice on Centrelink entitlements
- Advice on navigating aged care
- Retirement income streams
Wellbeing and other connections
Because life’s not just about finance! Our referrals include, but are not limited to:
- Yoga instructors
- Nutritionists
- Fitness coaches
- General business services
- Marketing services
- Philanthropic organisations
Find out more on our Connections page
