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Strategic advice helps bridge the gap between where you are and where you want to be. We model scenarios for all of life’s unique financial challenges and opportunities. Would I be better off investing in super or personally? Can I afford a holiday home? How many years do I need to work before I retire? How do I cover school fees for my children?.

Our dynamic strategies move with you through life’s changing landscape to build wealth and strengthen financial security. Above all, they provide confidence and certainty.

Super isn’t showy, but it is sensible. It’s an investment that, if managed early and proactively, can improve your ability to realise the retirement of your dreams. We help you get the most out of every dollar, year on year. We’re also fully accredited to advise on and administer a self-managed super fund in support of your situation and goals.

Sickness, injury, or a sudden change in circumstance shouldn’t capsize your financial goals. A comprehensive risk management plan ensures your family, business and assets are financially protected while you build your wealth. We partner with only the most trusted insurance specialists to give you the right coverage and value for money.

Our dedicated in-house claims staff have an intricate working knowledge of Income Protection, Life, Trauma and TPD claims processes. They know exactly what insurers need to expedite assessment, and how to make the most of ancillary benefits.

Plan for and transition to the post-work lifestyle you desire. Our personalised advice process and modelling provide a complete solution to ensure you maintain cash flow, enjoy life and retire with confidence.

Canny investment begins with correct portfolio construction and asset allocation, specific to your risk tolerance. From property, shares, bonds, cash, diversification of these assets, ethical and alternative to when, how much and how often; we bring the insight and resources that support confident, informed decisions about where to invest your hard-earned dollars for maximum return and minimum risk. Best of all, the advice is unique to you and your goals.

Planning for death (it’s inevitable, after all) provides certainty that your years of hard work will benefit those most important to you. We work closely with estate planning specialists to develop comprehensive instructions that ensure your family and assets are protected and your wealth goes where you want it to.

Owning your own enterprise comes with significant financial and operational risk. We specialise in effective commercial insurance strategies that safeguard your business so you can focus on making the most of growth and opportunity.

Our experienced commercial insurance advisers can assist with setting up:

• Business Expense Insurance
• Buy / Sell Cover (business succession)
• Key Person Protection
• Loan Guarantor Insurance

All policy claims are handled by our in-house team.