We offer many services, from Retirement planning, to Investments. Simply choose the one to your liking, select it in the form below and we'll contact you as soon as possible.
Retirement Planning
This is our absolute passion! What can be more fulfilling than to help someone plan for a peaceful retirement. This is the ultimate we are all working for. Retirement planning and investments goes hand-in-hand. The most important aspect of both is time. The more time we have the easier it is to get to your goals to make sure you will have the retirement you dream of.
Complete the needs analysis and start the process to your dream retirement. Remember, you are never too young to start saving for your own retirement or to give your child the best give in his life, a retirement annuity.
Life Insurance
We are financial planners and not product sellers! We use life insurance as one of the solutions to our estate planning problems and not as the only solution.
We do a complete estate plan to make sure that our clients will have peace of mind once the plan is implemented. Estate planning is one of the most complex parts of the holistic financial planning process and we commit ourselves to stay on top of the latest changes in estate planning law. Monitoring the plan is crucial as the law changes forces us to make frequent changes to the plan.
Phone us now to help you with this very important aspect of your financial life.
Pension Funds
In any business our most valuable asset is our employees. How often do we find ourselves in a sad situation when one of our employees dies or become disable and we cannot help them to carry on their lives.
It is governments aim to make sure that all employees have sufficient pension funds & group benefit insurance. Signs are already there that law will force all employers to provide pension funds & group benefit insurance to all employees. This will relieve the burden on government to look after retired pensioners.
Be pro-active and implement your employee benefits before law force you to join an undesirable fund.
Complete the spreadsheet with all your employees details and phone us to help you create the best employee benefit scheme for your needs.
Don’t wait, phone now!!!
Investments
With an investment plan it is our objective to reach your realistic calculated goal. Therefore we manage your goal and not market performance. To achieve that we are in strategic partnership with Amity Wealth Pty Ltd. They are an independent investment advisor assistant.
We help you to determine an investment strategy and we link that to your lifetime goal and not to a superficial risk profile. To start the process think about the following:
- Do you have an investment strategy?
- Does your emotions influence the way you think about your money?
- Are your investment enemy the guy in the mirror?
Complete the needs analysis form and sent it to us to help you manage your goal.