Financial Planner - Brisbane -

Not everyone wants a full financial plan, but rather assistance in pointing them in the right direction. Professional strategic advice navigates the intricacies of investments, taxation, structures and the ever-changing rules and regulations. We offer financial strategy planning sessions to get you on the right track. 

Beneath the surface of all retirement planning is a lot of complex regulation and rules, as well as potential Centrelink entitlements.  We specialise in financial advice in the lead up to retirement and then during retirement itself.  We’re here to guide you through these complexities, maximize your super savings strategies, reduce your personal tax where possible, and make sure you have a personalized pension to meet your objectives and consistent income through your retirement years.

We aren’t in the business of short-term selling/buying and trying to time the market. Instead, we take a long-term strategic approach knowing that it’s time in the market over multiple market cycles that builds long-term wealth. Whether its shares, managed funds, exchange-traded funds (ETFs), property, bonds, fixed interest, cash or something else - your investment portfolio can be tailored to your goals.

Most people in Australia have a super account - but is your super optimized to meet your goals and objectives. When last did you review its performance and the underlying fees? Did you know that superannuation is usually the most tax-effective method of investing in Australia? Simply relying on your employer contributions super may not be enough to build a large enough nest-egg for your retirement.

Sometimes it can be seen as a ‘grudge’ purchase, however it can make the biggest difference to you and your dependents when things don’t go to plan. While not nice to think about, having coverage in place for the event of death, disability, accident and illness is critical to form a well-rounded protection plan. What if you were unable to work, how would your life change? When last did you review your insurance?

What will happen to your wealth once you’re no longer here? Taking the time to correctly structure your estate planning now reduces the burden on your family down the track and gives you confidence that your financial assets will benefit those you intend. We can help you structure your estate plan to suit your family’s needs. We work with partner companies to assist in providing you with a simple, cost effective Will, or a more complex comprehensive will to meet your needs.