Advice for Professionals

Busy people understand the importance of aligning themselves with people they can trust.

Whether you run your own business, work in a professional occupation or have recently graduated from university, our advisers can join you on your journey. Helping you plan for eventual retirement or to save for your first home, you can trust us to look after your wealth creation and protection needs.

Self Managed Superannuation Funds (SMSF)

Self Managed Super Funds (SMSFs) are an increasingly popular option for those who want greater flexibility or control over their retirement savings. For those with larger superannuation balances, establishing a SMSF is one of the many options available.

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Estate Planning

We all know of someone who has been involved in a messy estate. Whether its because of no Will, or disgruntled family members, poor or no estate planning can result in an expensive, timely and traumatic experience for all involved.

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Lump Sum Insurance

The diagnosis of a medical condition, total disability and death can place significant stress on a family’s finances. Life insurance that can provide an agreed lump sum at this time can assist the recovery process greatly.

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Income Protection Insurance

It is often said that your earnings capacity is one of your greatest assets. So, protecting it makes sense. Our advisers can tailor a solution just for you, speak to them today.

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Shares & Listed Investments

Through our long term relationship with Morgans Financial, we can provide access to shares and other ASX-listed investments.

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Portfolio Management & Review

Diversification is important, but often due to the administrative nightmare of managing a number of investments, investors limit the quantity. Let our advisers devise a portfolio management strategy that can ensure adequate diversification and risk minimisation.

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Professionals FAQ’s