Retirement Planning & Management

We work with you to build your retirement wealth in the most tax-effective way possible.

Once in retirement we manage your retirement wealth to ensure your lifestyle continues and wealth is ultimately passed to the next generation.

Superannuation Strategy

With generous tax concessions, super is an integral component of your investment wealth. We ensure you maximise the contribution and super pension opportunities available.

We enjoy dealing with different types of super accounts including self-managed, retail and industry.

Investment Portfolios, including Super

We build and manage diversified investment portfolios that often comprise direct shares, Exchange Traded Funds (ETF’s), managed funds, term deposits and cash.

Diversification is achieved by allocating portfolios to Australian shares, international shares, infrastructure, listed property and fixed interest.

Importantly we are not tied to any one product and can therefore recommend the right product for you.

Cash-Flow Management

We manage your investment structures whereby you have certainty regarding your cash flows.

Whether it be allocating cash to investment opportunities or drawing a regular amount to fund your living expenses in retirement.

Estate Planning

All planning involves estate considerations. You have worked hard for your wealth and it is important it goes to where you want it to, in the most tax-effective fashion.

We note that all client documentation and administration is prepared and conducted in Australia.