Deciding on a specific purpose or future goal is the first consideration when determining where or how to invest your hard earned money.

How we can help:

If you don’t have the time, knowledge or resources to make informed decisions our expertise will be invaluable.  Our philosophy is to help you clarify your life’s goals that require some funding and then prepare a plan to ensure you have sufficient funds to achieve them.  Of course the plan is just the start of the process.  Just like a plan for improving your fitness which needs regular checking and updating, we stay with you and monitor both your situation and your investments to ensure everything stays on track.

We can:

  • help you identify your short, medium and long-term financial goals
  • research and recommend investments  suitable for your needs
  • recommend investment options and strategies in line with your financial goals and life stage
  • recommend appropriate structures to manage and protect your investments, eg trusts, DIY super funds
  • provide ongoing reviews of your financial plan and investments, and recommend changes as your needs change