Be inspired about your future

About you

What we offer & what best suits your needs

When considering your financial future and retirement, it is important to have some goals in mind and a plan of action.  You need to be sure that you have a financial plan to not only provide you with a regular cashflow but also to protect yourself from unexpected events such as medical bills, car repairs, or other major expenses that might come up such as projects.

Now is the time to start focusing on your future.  A good place to start is by having an ongoing relationship with an advisor.

Below we have broken down our service offerings into grouped items to help you decide what’s most applicable to you and your circumstances so we can start the conversation.

Wealth Management – Focus on the future

You may still be working, wanting to look at reducing your work hours.  Have a busy lifestyle and seem to be living in the moment but starting to think long term vision after work.  You may even be starting to spend more time on passions that will flow through to retirement like volunteering, travelling. 

How you manage your investments and super today can mean the difference between a limited lifestyle and a comfortable retirement.  Are you employing the right strategies to meeting your retirement goals?

We provide guidance to help with:

Growing wealth

Retirement planning

Understanding you investments

Surviving market downturns

Living your desired lifestyle

Retirement Planning – Live your best life

At this stage of your life, it’s about you.  Having the right plans in place is crucial so you don’t have to worry about not having enough to support yourself for your lifetime and be able to enjoy retirement plans like volunteering, gardening, bowls/golf, reading books, travel and family.

We provide guidance to help with:

Understanding you investments

Surviving market downturns

Maximising retirement income

Living your desired lifestyle

Maximising government benefits (Centrelink)

Making the emotional and financial transition

Self-funded retirees – Being inspired about your future

You have worked hard and have set yourself up well during your working years – congratulations.  Now it’s about enjoying some of your time at home and heading away to the holiday home or in the motorhome more.  Overseas trips are more regular however you still want to keep yourself active and volunteering, mentoring, boards and committees start to take up the lack of working life.  You are finding yourself busier now in retirement than when you were working and don’t have the time to continuously be up to date with legislative changes and financial knowledge.

We provide guidance to help with:

Self Managed Super Funds (SMSFs)

A great way to take control of your super investments, but with great control comes more responsibility.

Growing wealth

Retirement planning

Understanding you investments

Surviving market downturns

Living your desired lifestyle

Making the emotional and financial transition

Inheritance – Making a legacy matter

You have received a substantial inheritance, it was left to you by someone who mattered, so it’s worth seeking expert advice to help you make the most of your inheritance for the long term.  The decision you make today could impact your life and lifestyle for years to come.

When emotions are running high, it can be difficult to manage an inheritance.  It’s easy to make potentially costly mistakes;

Acting rashly or spending impulsively

Failing to address the tax implications

Letting the money or assets sit idle

Reviewing and updating estate plans