Take the Helm, Discover Clarity &
Plan your Future!
After just one session, you’ll have a clear outline of your financial position and personal goals.
Summary of Services
Cashflow Optimisation
Learn how much to spend or save for what purpose, so you can meet goals and maximise your wealth.
Investments inside or outside Super and Pension accounts
We can recommend direct and managed investments. We construct strategies to manage risk and enhance the returns over the long term.
Strategies for Education Funding / Children’s goals
We can help you to invest tax effectively to achieve your medium-term goals and watch your children enjoy the benefits.
Estate Planning
We check your will, super death benefit nominations and insurance products to consider validity and your understanding. Whilst we have basic strategies we will recommend you seek legal advice for will construction or amendment.
Super accumulation & super pensions
We construct Superannuation strategies for various elements of super. This includes regular and lump sum contributions, access to income or lump sums, tax, death benefits, and insurance. Let us show you what we can do at a strategy meeting.
Protection of family and home
Either wealth or insurance can protect your cashflow if you are ill or injured. Let’s talk about covers to payout your debts and provide a monthly income if you don’t have the wealth to do so.
“I don’t worry about money. Thank you, Sue for the advice for the last 18 years!”
Janet G.