Wealth Accumulation
As Chartered Accountants, we have the expertise to ensure your wealth accumulation strategy is structured in a tax effective manner to maximise the value of your investments. With detailed understanding of your financial affairs, we are the ideal choice to cover all your financial services needs.
Investment Reviews
Investment reviews are vital to the success of any financial plan. We provide accurate up-to-date reporting on your investment portfolio. This means we are monitoring your financial plan regularly to ensure your investment strategy and portfolio remains appropriate to your goals and objectives. In addition, you receive full access to ‘My Net Wealth’, an online function allowing you to view your portfolio and associated reports 24 hours a day so you can keep track of your investments at your leisure.
Wealth Protection and Risk Management
We can provide independent advice on a range of products, such as income protection, trauma, total permanent disability cover and life insurance, to ensure your wealth is protected and your long-term financial security is maximised.
Superannuation
Superannuation remains the most tax effective way to accumulate funds for retirement. We can help you determine the best way to contribute to super to maximise your nest egg for retirement and minimise tax and superannuation surcharge. We have expertise in both the establishment and administration of self-managed superannuation funds and also advise on corporate superannuation plans.
Lending & Financing Solutions
We can advise on asset purchasing, leasing, hire purchase and financing strategies and recommend a range of independent products at competitive prices to put the best strategy into place. We also provide independent advice on a range of home lending products.
Fund Placement & Share Trades
In addition to our full advisory services, we also offer non-advisory services whereby, based on your information we can buy and sell shares and units in managed funds. We can action your request in a timely, cost-effective manner.