Question 1

Financial Lifestyle Modelling

Accepted Answer

We can help you understand the impact of some of life’s biggest decisions such as right-sizing the family home, taking a redundancy or putting your kids through private school by comparing financial modelling scenarios. You’ll then be equipped with the tools to make an informed decision.

Question 2

Cashflow & Budgeting

Accepted Answer

Every solid financial plan starts with understanding your cashflow. That is, let’s help you understand what comes into your household, what leaves your household and then provide you with some guidance on how to best us what’s left over

Question 3

Debt Management

Accepted Answer

Everyone’s attitude to debt is different. Some debt is necessary, some is productive and some are bad. Our in-depth approach to Debt Management will ensure that you’re on the right track and being as efficient as possible

Question 4

Tax Planning

Accepted Answer

As the saying goes, nothing is certain but death and taxes. That may be true, but you shouldn’t have to pay more than you need. Having a holistic understanding of your situation allows us to identify opportunities to optimise your tax position to ensure it compliments your life plan.

Question 5

Investing

Accepted Answer

Our investment philosophy is simple. We believe in not putting all your eggs into one basket, investing in quality assets and sticking to a long-term strategy. Investment is as much about education as it is about fund selection. We will work with you to develop and tailor an investment strategy you understand and that aligns with your values, goals and risk appetite.

Question 6

Superannuation

Accepted Answer

Around 15.6 million people in Australian have a superannuation account and by retirement will likely be the biggest asset outside the family home so it’s important to ensure your account is appropriate for you. Let us make sure you’re caring for your nest egg and maximising its full potential.

Question 7

Retirement Planning

Accepted Answer

The pleasure of helping hundreds of clients fulfil their retirement objectives over the years. Let us provide the support and clarity for you require during such a significant life event like retirement and help answer the age of old question, will I be OK?

Question 8

Personal Insurance

Accepted Answer

We are often quick to protect our material assets such as our cars, our homes and our household contents yet many Australians fail to protect their biggest assets – themselves. We can help you understand you and your family’s needs for personal insurances to ensure that your Plan B is covered if the unexpected were to occur. We can also help you understand how best to structure these insurances based on your cashflow and tax profile.

Question 9

Social Security

Accepted Answer

Social security can be a mine field. We are here to help you circumnavigate this to help you maximise any entitlements you may be eligible to

Question 10

Estate Planning

Accepted Answer

We will work with you to address your concerns and ensure that all contingencies are in place for you and the family. We can facilitate any estate planning requirements you may have, making this one less thing you have to worry about.

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