21 to 35
Year
Typical financial
issue
- Growing Wealth
- Understanding Superannuation
- Managing Investments & Superannuation
- Protecting wealth and family cash flows
- Changing circumstances
- Dealing with numerous (finance related) advisers and providers
- Income rich, Asset poor
Benchmark
difference
- Tailored investment solutions and savings plans with long term projections and reviews.
- A range of Superannuation solutions and related strategies to tax effectively growth wealth.
- We take care of the administration, paper work and changing strategies to save clients’ time.
- Wealth protection strategies including income protection and life insurance for peace of mind. A dedicated Claims Service (no dealing with call centres).
- We are a hands on business who will be there through the life cycle to provide specialised advice.
- Through our wide-ranging wealth strategies and referral partners, you will save time and have a single trusted point of contact. Our network includes accountants, lawyers and mortgage brokers.
- Effective strategies from a tax and wealth building perspective.
36 to 50
Year
Typical financial
issue
- Do I have enough to retire on?
- Estate Planning – do I just need a Will?
- Growing Wealth
- Understanding Superannuation
- Managing Investments & Superannuation
- Protecting wealth and family cash flows
- Changing circumstances
- Dealing with numerous (finance related) advisers and providers
Benchmark
difference
- Set in place tax effective, affordable strategies to ensure clients have sufficient capital/Super to retire on. Projected Centrelink (eg Age Pension) analysis where appropriate
- There are a range of estate planning strategies that we assist clients with to reduce ‘death taxes’ where possible and provide more certainty that beneficiaries will be catered for
- Tailored investment solutions and savings plans with long term projections and reviews
- A range of Superannuation solutions and related strategies to tax effectively grow wealth, in readiness to draw down a retirement income stream.
- We take care of the administration, paper work and changing strategies to save clients’ time.
- Wealth protection strategies including income protection and life insurance for peace of mind. A dedicated Claims Service (no dealing with call centres)
- We are a hands on business who will be there through the life cycle to provide specialised advice
- Through our wide-ranging wealth strategies and referral partners, you will save time and have a single trusted point of contact. Our network includes accountants, lawyers & mortgage brokers.
51 to 65+
Year
Typical financial
issue
- How do I manage my cash flows in Retirement?
- Estate Planning – do I just need a Will?
- Centrelink & Age Care support
- Growing/Maintaining Wealth
- Understanding Superannuation
- Managing Investments & Superannuation
- Protecting wealth and family cash flows
- Changing circumstances
- Dealing with numerous (finance related) advisers and providers
Benchmark
difference
- We monitor clients’ Superannuation, Age Pension (where applicable) and other income streams through Retirement to ensure a comfortable life style, and where possible, preservation of capital.
- There are a range of estate planning strategies that we assist clients with to reduce ‘death taxes’ where possible and provide more certainty that beneficiaries will be catered for.
- Strategies and reviews to ensure benefits are maximised and assistance with paper work/queries.
- Tailored investment solutions and savings structures with long term projections and reviews.
- A range of Superannuation solutions and related strategies to tax effectively grow/manage wealth, whilst drawing down a retirement income stream.
- We take care of the administration, paper work and changing strategies to save clients’ time.
- Wealth protection strategies including life insurance for peace of mind.
- We are a hands on business who will be there through the life cycle to provide specialised advice.
- Through our wide-ranging wealth strategies and referral partners, you will save time and have a single trusted point of contact. Our network includes accountants, lawyers & mortgage brokers.