Discussions points we work with you on

Planning for the future is challenging. We can help you design the lifestyle you want so you can be confident your savings will be put to best use. We can also help you structure how to pass your assets on to your family through Estate Planning.

We’ll work with you on:

  • What age do you wish to retire?
  • How much money will you need to live on when you retire?
  • Will your current investments achieve the income you will need in retirement?
  • Do you have a strategy to pay down your debts before you retire?
  • Do you have a current Will or Binding Death Nomination in place?

What we can cover

Life event experiences:

  • Inheritance/Windfall Gain
  • Property Disposal
  • Business Disposal
  • Retirement Window
  • Property Purchase
  • Business Purchase
  • Marriage/New Relationship
  • Divorce/Relationship Breakup
  • Leaving a Job
  • Starting a New Job
  • Birth of a Grandchild
  • Family Member need Aged Care advice
  • Death of a Family member

Understand your position:

  • Income and Expenses
  • Assets and Liabilities

A unique and personal service approach to support all your business advisory and personal wealth management needs.

Request a consultation