Qualified and proactive financial advice
You expect qualified and proactive financial advice that explores beyond the obvious to make the most of what you’ve got today, while capturing opportunities for tomorrow. You want to grow your personal wealth, protect your lifestyle and enjoy future prosperity that enables financial choice for a rich and fulfilled life.
Pre-Retirees
You are in your late 40s or early 50s and you’re in the prime of your career, a highly qualified professional, senior manager, executive or successful business owner.
You’re well paid and you’ve accumulated assets, and that creates complexity.
Retirement isn’t on the cards yet, but it will be in the next five to 10 years and you realise it’s time to get financially organised, but you don’t have a lot of time to devote to planning.
You want to make the most of what you’ve got, capture opportunities, protect your lifestyle and create prosperity that enables a lifestyle of choice now and beyond your working life.
Retirees
You are about to retire, or you already have, so you’re no longer on a salary and that means you’re relying on passive income streams to fund your lifestyle, travel and other interests.
You need an holistic financial adviser who understands your financial AND life circumstances who can help you make decisions and manage your money, investments and accumulated assets.
You also need qualified insight that considers factors such as market volatility and an integrated, holistic approach that coordinates with other professionals to deliver the best possible outcomes for matters including tax efficiencies, estate planning and aged care planning.
Accumulators
You are in your early to mid-40’s, highly qualified and progressing well in your career. You may be an individual or part of a couple, high earning with considerable responsibilities.
These may include a young family, debt and expenses. Your loan repayments, school fees and the cost of living accounts for a significant portion of your income.
You require strategies that make the most of your earnings and use any surplus cash to build wealth and/or reduce debt.You need to make the most of tax efficiencies and protect yourself and those you love, should matters take a turn for the worst and you are unable to provide for them.