Customised to suit you

While we recognise each client has a unique set of circumstances and requirements, we do have some general packages available depending on your situation which are then customised to your needs.

Wealth Starter Package
1 strategic annual review
Contact with phone based Adviser and service team
General advice on simple topics
Access to seminar program
Annual newsletter
Annual Federal Budget analysis
Access to a strong referral panel of stockbrokers, legal advisers and property consultants
 
 
 
 
 
 
Comprehensive Wealth Package
1 full strategic annual review
Half yearly portfolio update
Priority access to Senior Adviser
Cash flow Management – access to MoneySoft
Monitoring of your strategies
Priority access to dedicated service team
Access to seminar program
SMSF advice
Annual newsletter
Annual Federal Budget analysis
Ad hoc market update and/or commentary
Access to a strong referral panel of stockbrokers, legal advisers and property consultants
Upon request: In-house loan review
Private Wealth Package
2 full strategic annual reviews
Half yearly portfolio update
Priority access to Senior Adviser
Cash flow management – access to MoneySoft
Monitoring of your strategies
Priority access to dedicated service team
Access to seminar program and exclusive client events
Multi-Entity Advice & Planning
Annual newsletter
Annual Federal Budget analysis
Ad hoc market update and/or commentary
Access to a strong referral panel of stockbrokers, legal advisers and property consultants
Upon request: In-house loan review

Other Services

Wealth Protection

When planning for the future, no one likes to think about all the bad things that could happen. We so often hear the phrase ‘it won’t happen to me’. However, the truth of it is no one knows what will happen to us and so, the best thing you can do right now is to protect yourself against this unknown.

Our Wealth Protection Package is designed for those who are looking to address their life insurance needs, specifically, protecting your financial wealth and lifestyle objectives. Whether you are a young independent, a professional, a business owner or responsible for a family, we will be able to look after your specific personal needs.

Specialist Services

We also offer a range of Specialist Services as stand-alone services for clients with special requirements. These include:

Estate Planning Facilitation
Aged Care Strategy
Centrelink Package (initial and ongoing)
Cash flow Management only
SMSF establishment