We have expertise in helping the following 5 distinct types of people:
- Gen X & Gen Y
People aged between 25-45 and looking to get their finances on track – they typically require help to save for a property deposit or pay off debt, implement a regular savings plan and insurance cover;
People thinking about retirement and not sure about their options. Typical concerns are around how much money they require for retirement and how to maximise opportunities within superannuation;
People who are retired and require professional management of their investment portfolio and would like to maximise Centrelink benefits and ensure their estate plans are current and in place;
People who are either in the process of thinking about moving to Australia and wish to optimise the tax, legal and financial implications of their move.
Businesses who wish to review their current superannuation arrangements or wish to arrange business insurance such as key man insurance whilst structuring a buy/sell agreement.