What we do.
We are an Asset and Wealth Management Businesss. We worry about your money so you can focus on what’s important to you. We inspire, we motivate. We maximise the probability of you achieving your desired outcomes.
Over the years we’ve realised we work best with, and offer the greatest value to the following types of people.
You’ve settled into a successful career. The mortgage is under control and you’re starting to get your ”stuff’ together. You’re wondering what the next step is, or what’s the right path to follow. Should you be adding to super, buy a property or shares? Are you on track?
Is it time to make work optional? You enjoy your work but perhaps you’re thinking it’s time working becomes optional.
Separated or Widowed, you have a unique set of financial challenges in front of you. Having a trusted adviser at your side is now more important than ever.
You’re looking to cease work or at least you’re thinking of changing the days, the times you work. We’ll help you maximize your super and wealth. Are you thinking how will I get income, will I have enough? Are my assets in the right place or it’s time I have a professional sounding board with my investments? Perhaps seeking a hand with managing your investment portfolio. We can help you make informed decisions around the timing of changing work patterns. We’ll make sure your assets are in the best possible area to maximise the probability of you having a retirement of dignity, pride and worry free.
It’s a worrying time placing Mum or Dad into Aged Care. With terms like DAP, RAD, DAC and RAC’s you’ll feel like you’re starting to learn a foreign language. Aged Care fees can be complex and their interaction with Centrelink, Taxation,Estate Planning and Cashflow issues can make it a stressful time. Often the decisions can fall back on you, the daughter or son, and life is busy enough. Just getting all the parties together and having an informed discussion is of significant value. Having someone to provide some objectivity, some clarity around the fees and processes involved, helps remove just “some” of the stresses around this challenging stage of life.
Financial Peace of Mind
The driver of real life financial outcomes is not financial performance, it’s financial behaviour. It’s the decisions you make.