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Investments
Selected to Suit your Circumstances |
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| We assess your current financial position, listen to your goals, then develop a plan to help you reach them. We may recommend managed funds, direct shares or tax effective investments. Your solution will be unique. | |||||||
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Superannuation
Strategies |
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| Kim’s training in both accounting and financial planning allows us to assess the benefits of superannuation for your situation. This can be a complex area, but we try to use our expertise to take the potential headaches away, and deliver the special results that are unique to this very tax effective investment. And you don’t have to be close to retirement to make a start – in fact, the earlier in life, the better! | |||||||
| Portfolio Reviews | |||||||
| Once your financial plan is in place, we meet with you on a regular basis to ensure you stay on track. We’ll fine tune your portfolio to adapt to any changes in your life and to take advantage of any major changes in the financial marketplace. | |||||||
| Loans: Investment, Home and Business | |||||||
| We can recommend competitive and flexible loans for a new home or investment purposes. We can also arrange loans and leasing for business use. | |||||||
| Personal Insurance | |||||||
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This is an essential part of every financial plan. It is used to protect your wealth, your lifestyle and provide for your loved ones. Without income and life insurance, the wealth you’ve built up,or have the potential to build, can rapidly be eroded as a result of an accident or illness. If you already have personal insurance, talk to us to review your current level of cover to ensure you are adequately protected. |
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| Effective Estate Planning | |||||||
| Once you’ve worked hard to grow your wealth, we can work with you (and your solicitor and accountant) to ensure that it passes on to the people you most want to enjoy it, and in the most tax effective manner possible. | |||||||
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