Financial Planning
- Superannuation including options for self-managed superannuation funds (SMSF)
- Life Insurance options to ensure financial security for your loved ones
- General Insurance to protect your income, assets and business
- Budgeting and Cash Flow to help you make informed financial decisions
- Salary Packaging to access a range of pre-tax lifestyle options
- Retirement Planning and passive income development for self-funded retirement
- Debt Structuring to manage repayments and improve serviceability
- Property Advice for managing your investment properties to ensure strong returns
- Investments including stocks, bonds, foreign currency exchange and cryptocurrency
- Business Structuring to optimise financial efficiency and control costs
Lending
- Home Loans with high loan to value ratio (LVR) and no lender’s mortgage insurance (LMI)
- Investment Property Loans based on strong return-on-investment (ROI) strategy
- Motor Vehicle Loans for personal or business use, optimised for tax purposes
- Share Loans to get you trading on the stock exchange quickly and easily
- Medical Lending including specialised medical finance and home loans for doctors
Accounting
- Tax Advice and guidance on the best way to structure your tax payments
- Negative Gearing strategies and methods for buying investment properties
- Tax Returns including advice on maximising your deductions
- Salary Sacrifice calculations and product options to use your pre-tax income
