Investment Planning
We can provide a sounding board on much more than just traditional investments. We actively seek new investment opportunities and provide appropriate strategic advice.

In preparing strategies for maximising wealth, our recommendations cover a variety of investment alternatives which may include some or all of - Direct Shares, Fixed Interest Securities, Property Investments, Individually Managed Accounts, Hedge Funds, Absolute Return Funds as well as other Managed Funds.

Advisory services extend to recommendations on leveraging individual Investment portfolios, likely lending sources and the optimum investment structure depending upon the individual's circumstances.

Comparing the suitability of superannuation and non-superannuation investment structures. Providing Self-Managed Superannuation and Rollover strategies and creating tax-effective retirement incomes.

We help in identifying the issues then work with your chosen Solicitor and Accountant to ensure appropriate Estate and Succession Planning is in line with individual circumstances.

This covers issues such as Wills, Powers of Attorney, Discretionary and Testamentary Trusts and addresses Capital Gains and Lump Sum Tax considerations.