Superannuation, or “super”, is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Super is a tax effective environment for your money; the account is held in your name, and both you and your employer can deposit money into your account.
We develop strategies to boost super, reduce tax and ensure your retirement funds are invested appropriately.
Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.
An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family.
Having the right insurances in place can help protect your family and your income if the unexpected occurs.
You cannot create wealth by just earning more money. You must invest your savings to create a parallel stream of income.
Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.
We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important. We help ensure your retirement funds are sufficient to sustain your lifestyle and goals.
Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.
You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.
More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.
Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. We help to make navigating aged care easier for you and your family.
The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Just getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate.
Your financial journey starts here!
1300 667 529
Level 7 / 34 Charles Street
Parramatta NSW 2150
Mon – Fri: 9am – 5pm
Sat – Sun: Closed