How to end the financial year on a high note
28th May 2024
Start Your Wealth Report
New to Specialist Financial Solutions? Use Wealth Central to complete your profile and obtain an obligation-free, Wealth Report, providing you with insights such as your estimated Super projections, insights into your home and how your wealth compares with other people your age, and much more.
Wealth Central is an interactive solution offering an engaging platform to build your personalised financial profile and data-rich insights, enabling us to provide you with the best advice and service possible.
For existing clients, some of the features include a Client Dashboard – providing an instant overview on your financial position; a Digital Fact Find – allowing you to keep us updated with any relevant changes to your situation; Wealth Review – creating an instant report on your complete financial position; and a Document Vault – a highly secure digital location for the uploading and storage of your documentation, which can be accessed by your advice team.
Why Get Financial Advice?
Financial advice can help you make better decisions about your financial future at any stage in your life. You work hard so why not make sure your money is working as hard as you are?
The value of good financial advice isn’t exclusive to ‘the wealthy’. We all have the potential to build financial independence. A skilled Financial Adviser could help you reach that potential and put thought into action, especially if you tend to put things off.
What we do
We develop tailored step-by-step financial strategies and help you make informed decisions about your money.
Superannuation
Superannuation is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.
Retirement Planning
Retirement may seem like a long way off but putting money into super now is still a tax effective way to invest your money for the future
Investments
Everyone has different needs and circumstances. Please contact us before you start putting your money into any form of investment.
Wealth Protection
Insurance is the foundation of all financial plans. We can help you evaluate the risks and come up with the right solution for you and your family.
Self Managed Super
An SMSF is one where you, as a trustee and member, have responsibility over the management, investment and admin of your super fund.
Debt Management
Effective debt management is not just about the interest you pay, but also the type of assets you’re investing in and prioritising your debts.
Estate Planning
We’d all like to leave a legacy once we’re gone. Estate Planning ensures your assets are distributed to the right people at the right time.
Aged Care
It’s not easy making the decision to place a loved one into care. Once you’ve made the call, it can be confusing to understand how it all works.
Our financial planning process
Our Proven Process helps us get to know you – your passions, goals, needs and wants. From there, we develop a customised financial plan that adapts and changes as your life progresses.
Insights
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What our clients say
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