Services

Self Managed Superannuation Funds

Transparency, Flexibility and Control

A self managed superannuation fund isn’t for everyone, but for those who want additional flexibility, control, investment, pension and/or estate planning benefits a SMSF could be the answer.

SMSF’s can also offer additional benefits for small business owners, blended families, large superannuation balances or those wanting to transfer a foreign super balance to Australia.

We have specialist qualifications in Self Managed Super Funds and an investment philosophy designed to maximise the outcome for SMSF members.

If you are looking for greater flexibility and control with your retirement savings, a SMSF provides a very powerful tool to achieve that.

How We Help

Superannuation & Retirement Planning

A retirement plan gives you the comfort that you understand what you need to leave the workforce and have a road map to get there.

Wealth Management & Investment

It is important to have access to a wide range of investment choices, not just those owned by your bank.

Insurance

Insurance provides peace of mind that you can continue to meet your financial commitments and goals.

Self Managed Super Funds

We have specialist qualifications in Self Managed Super Funds and an investment philosophy designed to maximise the outcome for SMSF members.

Estate Planning

Estate planning is about protecting the wealth you have built up over a lifetime so that it can benefit those you leave behind.
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Get the Advice You Need.

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We are a boutique business that has been providing financial planning advice for over 20 years. The value in our relationship is experience, understanding and the expertise to provide a solution.

Contact Us

Level 23, 500 Collins Street
Melbourne VIC 3000
Ph: 03 9645 8900