What WE do
We educate and provide affordable holistic financial advice to everyday Australians throughout Dubbo and the Central West through investigation, preparation, and the use of a simple to understand language!
How we help you
Wealth Creation & Investment Services
Investment Advice & Planning
Ownership & tax effective structuring
Practical investment Education
Ongoing investment management
Managed Funds
Investment & Funeral Bonds
Investment Products
Superannuation & Retirement Planning Services
Contribution Strategies
Tax Minimisation strategies
Pre Retirement Planning for accumulators
Retirement Income planning
Transition to Retirement strategies
Portfolio Construction & ongoing Review's
Centrelink and Aged Care Advice
Self Managed Super Fund
Superannuation & Retirement Products
Wealth Protection Strategies & Products
Insurance Needs Analysis
Ownership & tax effective structuring
Life Insurance
Total Permanent Disablement Cover
Trauma cover
Income Protection & Salary Continuance
Ongoing Review Service
Personal Protection Products
Your advice process
Initial Appointment
Obligation and fee free – allow up to 1.5hours
Get to know you and your personal circumstances
Discuss what’s important to you & Identify/Prioritise your goals & objectives
Provide insight and educational guidance specific to your circumstances
Research & Strategise
Research and identify beneficial strategies
Present Recommendations
Discuss and present strategies specific to your needs, goals and objectives
Explain the pro’s, con’s and trade off’s
Illustrate how the recommendations help you to achieve your desired goals
Implement Recommendations
Implement agreed upon solutions
Review
Regularly review