Once we know what you’d like to achieve, we develop your money management map that takes you from where you are now to where you want to go, making all the stops you want along the way.
We have found from speaking with clients that sometimes simple calculators can assist in demonstrating the need for advice, or a new strategy. We have compiled a list of a number of independant calculators that might be of interest – Available here
Save And Invest
Deciding what to do with your money to make sure it does everything it can for you can be a long and stressful process; sometimes even working out where to start can seem impossible.
Make The Most Of Your Super
Do you know where your super is? Is it reaching its full potential? Have you chosen the investment strategy most appropriate for you?
Retirement Planning
Make the most of your retirement. If you like the idea of receiving regular income in retirement, then retirement income streams may be the answer for you.
Life and Health Insurance
Insure your life and your family. As we well know, death, disease and injury can affect any of us at any time whether we are young or old, fit or unfit.
Aged Care
Navigating your way through the ever changing world of Aged Care, and how to fund it!
Manage Your Debt
Are you keeping up with your credit card payments? Do you know someone whose credit card account has got so bad that they’ve cut up the card?
Personal tax and salary sacrifice
Are you maximizing your income and minimizing your tax? How many times have you asked yourself whether there’s a way of paying less tax?
Budget Your Expenses
Is your current cash flow meeting all your needs? Many people have no idea what they spend their money on and constantly wonder why they struggle to make ends meet.
“Investing should be more like watching paint dry or watching grass grow. If you want excitement, take $800 and go to Las Vegas.”
– Paul Samuelson
