Tailored Financial Solutions

Taking the time to understand your present circumstances is the most important thing we do.  Our initial focus is solely on getting to know our client.  This process involves asking the right questions so we may gain an appreciation for who we are working with and what we are working towards.  Once complete, we will provide our client with detailed reporting that will highlight areas of concern, along with all potential remedies.  Step's involved in this process are;

• Client interview, Discussion and risk profiling.
• Data analysis and Interpretation.
• Review of supporting documents and evidentiary material.

Upon thoroughly understanding our client we can determine exactly which expertise and advice is required to produce an effective strategy.  We will bring you insights to avoid emotionally driven decisions, and we will work with you to identify the right mix of services to support your development.  Underpinning this process our team will back all advice by providing regular opportunities for ongoing support. The steps we follow are;

• No Fee Initial Consultation
• Advisory Panel Review
• Transparent Implementation Process
• Review & Ongoing Support

Our approach to taxation is proactive and advisory.  We believe having a tax plan in place from the outset with the return being a by product of the overall strategy.  Our accountants are versed in all areas of taxation including;

• General accounting, taxation & advisory services
• Tax advice and compliance services relating to income tax, capital gains tax, fringe benefits tax, GST, payroll tax and work cover matters
• Tax planning and advice, including business and ownerships structures
• Budgeting, cash flow & forecasting
• Due diligence for business acquisitions

We can help you establish, implement and manage your plan for retirement.  We can also revisit your current superannuation arrangements to see if they fit your broader strategic goals.

Insurances are essential for protecting your future financial security.  Some areas to consider when protecting your wealth include;

• What type of protection & cover should I have?
• Do I pay personally or does my superannuation pay?
• Is my coverage from a reputable insurer?

Our brokers work with all major institutions so we can offer our clients comprehensive advice on the borrowing landscape.

Many clients believe interest rates are the only thing that matters.  The loan structure also can dramatically affect the performance of the loan.  Our team will not only achieve the best available rate but will optimise the structure of your loan by considering your broader strategic needs.

We provide access to;

• Home Loans
• SMSF Loans (Limited Recourse Borrowing)
• Construction Loans
• Residential Property Investment Loans
• Debt consolidation loans