Superannuation and Retirement Planning.
We are able to provide a range of wealth accumulation, asset protection and retirement planning strategies. The establishment of an appropriate strategy is an important first step to achieving financial goals. Once established and implemented, the strategy must then be reviewed periodically to ensure that it remains appropriate. In an environment of regularly evolving financial products, changing legislation and economic conditions, strong technical knowledge is a valuable asset.
PORTFOLIO CONSTRUCTION AND INVESTMENT ADVICE
Our approach is to first identify a target return. We then consider an appropriate mix of investments to generate that return. When selecting growth assets, we seek out quality investments at attractive valuations. We identify these opportunities through access to high quality research as well as through our trusted investment partners. We do not rely on a single source of research, we are able to source extensive research from a number of providers. We have a long term investment time-frame and typically advocate a buy and hold approach.
SUPERANNUATION AND RETIREMENT PLANNING
Superannuation is a tax-effective vehicle which can be used to provide a secure income in retirement. Enjoying the full benefits of the superannuation structure requires the ability to keep abreast of the often changing superannuation rules. It also requires an understanding of the constantly evolving and sometimes more complex superannuation and retirement planning strategies available to investors.
We are able to provide a funding solution that will assist families in the prevention of financial hardship caused as a result of unforeseen health events. We provide comprehensive advice in relation to both traditional life insurance policies as well as severity based solutions. We are able to balance client need and product design in order to deliver an increased level of tax efficiency and affordability.