Are you an astute investor, a SMSF Trustee, a sophisticated investor or someone who simply likes to DIY? Maybe you know what you want and more importantly, what you don’t want. That’s more than OK. We are more than happy to work with you, as directed by you. This is referred to as scaled advice and you can tell us exactly what you want. We refer to it as ‘My Way’.

My Way is a service is for people who want to do it their own way. As we said, not everyone wants a comprehensive service. Some people know exactly what they want and that’s great, we can certainly work with you. We can provide advice and services to you as and when you require. Fees will be based on the time and complexity and level of involvement that you require.

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Our service includes and is paid for per service:

Superannuation

• New super funds
• Review of existing super fund/s
• Super switching
• Superannuation contribution strategies
• Salary sacrifice strategies
• Re-contribution strategies
• Retirement savings analysis
• Minimising tax on withdrawals

Self-Managed Superannuation Funds

• Establishing a SMSF
• Review of an existing SMSF
• Investment Strategies
• Investment reviews
• Small business CGT concessions strategies

Retirement Income Streams

• New account based pensions
• Review of existing pension
• Transition to Retirement strategies
• Retirement income strategies

Investment

• Savings plans
• New investments
• Education savings plans
• Gearing strategies
• Investment/insurance bonds

Cashflow & Debt Management

• Reviewing your cashflow
• Cashflow strategies
• Debt consolidation
• Debt reduction
• Capital funding strategies
• Cash reserve strategies

Estate Planning

• Identifying issues

Aged Care

• Accommodation strategies
• Centrelink maximisation strategies

Personal Risk

• Identifying your insurance needs
• Review of existing insurances
• Life insurance
• TPD insurance
• Trauma insurance
• Income protection insurance
• Business expenses insurance

Other

• Redundancy and termination payment strategies

Financial Modelling

We are able to prepare financial projections to demonstrate the outcomes of your desired strategy. This is particularly useful when you want to compare a number of scenarios such as keeping an investment property or selling it or to identify how much you will have for your retirement. Maybe you just want to know when you may be able to afford to your first home or investment property. Financial projections can be fully customised to meet your requirements.

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