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Our Services
We help our clients make smart decisions about their money.
The key to effective financial and lifestyle strategies is to carefully analyse and integrate all aspects of our clients' financial and lifestyle situation to ensure they are all synchronised and working efficiently towards achieving their goals.
This is why we work closely with our clients to achieve realistic and predictable lifestyle outcomes. The two main areas of focus are cashflow and ownership structures.
Our comprehensive range of services assist our clients to create, manage and protect their wealth, no matter what stage of life our clients are in.
Our services include:
- Cash Flow Management
- Debt Management
- Comprehensive advice in the area of investment portfolio construction and asset allocation
- Stripping out costs in products, where we can, and passing any cost savings back to our clients
- Assistance with harvesting of franking credits, where applicable
- Specialist skills in all facets of Self Managed Superannuation Funds (SMSFs)
- Retirement Planning and Transition To Retirement (TTR) strategies
- Detailed assessment of individual investments on a case by case basis
- Individual assessments of executive share option schemes (both in terms of exercising, acquiring and tax effective disposals)
- United Kingdom pension fund transfers
- Full portfolio management & administration service
- Transactional facilities (wholesale brokerage rates)
- Allocations to Initial Public Offerings (IPOs) and stock placements
- Investment portfolio protection strategies
- Personal risk insurance advice
- Estate planning strategy guidance
- Ad hoc strategy consulting services on a per hour basis
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OUR ADVICE PROCESS
Our clients like the way we keep our advice process simple, but comprehensive. In that way, we can deliver advice that our clients are able to fully understand, plus ensure that we cover all relevant issues. Please click here to view a copy of our advice process methodology and map.
GENERAL INSURANCE
We are also able to offer comprehensive General Insurance advice via our association with our sister company, Insurance Logic Pty Limited. To find out more about Property Insurance, Public/Products Liability, Motor Fleet, Professional Indemnity and other insurances, please click here. Please note that Insurance Logic holds a separate Australian Financial Services Licence and provides advice under that licence.
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