Our services

We offer solutions to clients in the areas of superannuation and retirement planning, investments, wealth creation and personal risk insurance. Additionally we assist families with Aged Care Planning and Centrelink Advice.

We offer an extensive range of financial services and advice in the following key areas:

  • Aged care specialist advice
  • Superannuation and retirement planning
  • Wealth creation, including asset allocation and investment selection
  • Personal risk insurance

Our other services include:

  • Centrelink assistance
  • Self-managed superannuation funds
  • Estate planning
  • Salary packaging
  • Business succession planning
  • Redundancy planning

Aged care specialist advice

Navigating the current aged care system is a confusing, emotionally draining and overwhelming experience. Craig is an accredited Aged Care Specialist who is able to provide expert guidance whether you are considering the transition to residential care for yourself (or your family member’s).

We can help you by providing advice on the preservation of assets for estate purposes and assist with the process of Centrelink financial assessment.

Financial arrangements can vary widely, there is no substitute for quality financial advice from an Aged Care Specialist.

Superannuation and retirement planning

Planning for retirement is one of life's most important financial considerations. The actions you take today will determine your lifestyle in the future. Superannuation is one of the most tax-effective and popular ways to save for retirement.

We can recommend tax effective and efficient ways for you to maximise and manage your superannuation savings. This will leave you free to enjoy your life change rather than worrying about your investments. Whatever your goals for your retirement, we can help you to start planning today so you can fund the lifestyle you want in retirement.

Wealth creation

Wealth creation is all about building financial security now so you can focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a difficult decision and will depend on many factors including your overall investment objectives, your approach to investment risk and the amount of time you have to invest.

We can help you define your unique personal situation and financial goals and recommend financial solutions and strategies to help you reach your goals.
Whether you are investing to finance your business, lifestyle, private education or provide for your retirement, it's never too late to take control.

Personal risk insurance

Risk insurance forms a critical part of the financial planning process. It provides you with protection against the financial implications of an event such as death, disablement, serious illness or injury.

We work with you to understand your needs so practical and affordable personal risk insurance options can be recommended.

Once insurance is in place, we are there to assist with claims that do occur. Over the years, millions of dollars have been paid out to clients and families that have risk insurance in place.