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21 to 35 year
36 to 50 year
51to65year_image
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21 to 35

Year

Typical financial
issue

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

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

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.