Types of clients who benefit the most from our advice
Approaching Retirement
Worried about Superannuation and Saving for retirement
We love helping everyday Australians save for retirement in a tax effective, cost effective way. Quite often we see people who feel like they have “left it too late” or who do not feel in control of where they are heading in retirement. We regularly provide advice regarding;
Getting Super all in order and invested appropriately
Saving on income tax through a transition to retirement strategy
Setting up income stream or pension accounts
Maximising Centrelink entitlements
Getting rid of old insurance policies where needed
Medical Professionals
Worried about not being able to work due to illness or accident
We are VERY experienced in helping young South Australian medical professionals in regards to protecting their most valuable asset; Their ability to earn an income. We understand the complexities of a SALHN payslip as well as the nature of occupationally acquired illnesses and the value of a quality, affordable income protection policy. Area’s we help medical professionals;
Income Protection & Life Insurance
Superannuation Planning
Investment Planning & Tax Strategies
Recently Single
Never had to deal with finances or super, and it all seems overwhelming
We are passionate about helping recently single people (whether through death, or divorce) take control of their finances and help to educate and guide you to making great financial choices now to ensure a better tomorrow. It can be quite overwhelming all of the information out there. Our job is to take the time to ensure you understand it all, and WHY we do what we do. Quite often this includes;
Saving’s plan / budgeting for a home
Sorting out & Consolidating superannuation
Help with investment selection in Super and education about what it all means
Explanation of terms such as salary sacrifice and concessional contributions