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