FINANCIAL PLANNING, WEALTH MANAGEMENT & ADVICE
You’ve earned the dollars, now watch them grow.
Get great financial advice
If running your own super fund is a daunting prospect and you still want to take advantage of having your own Self Managed Super Fund, then you can get strategic advice from our Wealth partner's from Wealth Effect Group (WE.)
These SMSF experts will help personalise a strategy so that you are comfortable with your investments, whether you need a mix be shares property or bonds. They can show you the impact of different asset mixes and help you choose the right option for your circumstances. You can even purchase an investment property using your super in the right circumstances.
What we do best
Manage and grow your superannuation fund
Prepare you for retirement
Protect you and your family with the right insurances
Create a budget and structure for your finances
Implement investment strategies
Property Investment and Advice
Income Protection Insurance
Total and Permanent Disability Insurance
Self Managed Superannuation
Set your goals in line with your values
Where here for you
We'll take care of everything for you.
From admin, designing all of your strategies to managing the implementation of everything, we do it all
Tailored proactive advice
Because we work with families we are always learning new insights to share with you
Your investment strategy reviewed regularly
Reviewing your past 12-month strategy and, accordingly, then planning for the next year are critical to the way we work.
Connect with expert advisers
This means you will always have a dedicated adviser on hand who knows you and your situation intimately.
All your finances tracked & monitered
We use the latest technology so we have all your financials monitored, consolidated and in one place.
Minimal out of pocket expenses
The majority of our clients pay our fees from their super, which most super funds allow.