Slide - 1 Slide - 2 Slide - 3 Slide - 4 Slide - 5 Slide - 6

We pride ourselves in offering consistency, quality and integrity
in all business practices to our clients throughout the western
area of Lake Macquarie.
Our services to you

  • Accumulation – creating a personalised investment
    portfolio to help you achieve your goals.
  • Retirement planning / Superannuation – helping you
    achieve the life you aspire to in retirement.
  • Aged Care Planning - there are many financial options
    that should be considered prior to signing contracts
    for Aged Care Placements - we can help you
  • Risk insurance – is an important part of your
    planning as it protects you and your family.
  • Pension and allowance maximisation – ensuring
    you structure your finances to maximise Centrelink benefits.
  • Estate planning – working in conjunction with your
     solicitor, we can help ensure your assets pass smoothly
     to the right people and in the most tax-effective manner
  • Redundancy advice – if you’re about to receive a payout
    (or already have received one), we can help you maximise
    the effectiveness of your payout.
  • Business insurance –is the need to provide cover for key
    personnel and partners who are integral to the success of any business