Our approach to financial planning extends beyond the traditional boundaries of product-focused advice. Financial Planning with Planning For Certainty is a living outcome based journey. Financial planning is about defining your current situation, resources and needs and then tailoring a strategy to achieve the desired outcomes in the path of least resistance and risk and consistent with your risk profile.
Just like in medicine, we believe in a collaborative approach to achieve the best possible outcomes. For this reason we rely heavily on a network of professionals with strengths depending on your needs, and we will refer you to the appropriate professional as necessary. It is our job to coordinate this process to ensure each member of the team is on the same page working towards the same result.
A brain surgeon may be able to perform heart surgery however the statistics are much better if performed by a Cardiac surgeon. Financial planning is no different, small mistakes can have large consequences. A financial plan is a living document and as a result we have an invested interest in your long term success. The better we serve you, the longer your remain a client and the more we all prosper.
We have expertise in the following areas;
- Superannuation
- Self Managed Super Funds
- Managed Investments
- Tax Strategies
- Life Insurance
- Transition to Retirement Pensions
- Equity Release Strategies
- Annuities
- Estate Planning
“Our knowledge, your peace of mind.”
