Our financial planning services include the following aspects of wealth creation and protection, tailor-made to each individual or family situation:

1. Review of investment structure: to find the most appropriate option for the person/s involved, including trusts, superannuation, and self-managed superannuation funds (SMSFs).
2. Advice on investments and portfolio construction: to ensure diversification and investments appropriate to the individual risk profiles.
3. Personal risk insurances: Life and TPD (total and permanent disability insurance), trauma, and income protection insurance.
4. Estate planning: this includes wills, enduring powers of attorney, enduring powers of guardianship, and advance health directives.
5. Superannuation: to insurance, the best superannuation structure is found.

In order to provide these service lines, we have financial planning qualifications and are registered with ASIC under our own Australian Financial Services License (AFSL).  Read more about our AFSL, other services, and licensing by clicking on the links.