PRIVATE wealth advisors

Our financial planners are valued and highly experienced individuals who provide quality investment advice.

Our business model offers our financial planners flexibility and choice to ensure they can always provide advice that is in the best interests of their clients. All our planners have a focus on strategy and investment planning and undergo ongoing professional development to keep relevant of the changing legislative environment to ensure the most current advice to clients.

financial planning process

An important part of a financial planner’s role is to make sure that they take the time to understand your objectives and preferences before they make any recommendations. Our Advisors will implement a wealth plan which identifies your unique requirements both current and long term. Together with your advisor, you will implement your investment plan and continually review and update when required. Our Advisor's objective is a tailored solution for you and your investment future.  

 
Photo by Martin Barraud/OJO Images / Getty Images

Self manageD super funds

A self-managed superannuation fund (SMSF) is a trust where funds or assets are held and managed on behalf of an individual in order to provide future retirement benefits. The main rationale for establishing your own SMSF is the increased level of control you have, particularly around flexibility of investment choice. Your SMSF can also invest in almost anything, including investments not usually available in a public super fund (however, these investments are subject to certain limitations and legal restrictions). This will allow your fund's investments to be customised to suit the precise requirements of members, before and after retirement. We can assist with the set-up and ongoing support.  

INSURANCE and estate advice

Life insurance cover provides you and your family with financial protection in the event of unexpected death, illness or injury. Life insurance may help you to meet your financial goals and obligations if you lose your ability to earn an income. The main types of insurance cover are, Life insurance cover, Total and permanent disablement cover, Trauma (critical illness) insurance cover and Income protection.  Estate planning is essentially about making sure that your assets are distributed to your beneficiaries according to your wishes. Seeking advice from your financial planner is a crucial step in developing a proper estate plan. We can discuss and provide all of these solutions for you.