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Suite 3, 282-284 Bobbin Head Road
North Turramurra NSW 2074
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p: 02 9487 8200
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Our Services

No two financial plans are the same, especially if you are at different stages in your life. A person in their 30s will need different advice from a person in their 60s or a person in their 80s.We believe reviewing your overall financial situation with a professional at any point in your life adds understanding and focus and there is value in an ongoing relationship with regular reviews.

We have provided more detailed information on individual services in the drop down menu however as an overview as to why & how you might work with our team please consider how your situation may fit with the examples below.

We offer an initial meeting at our expense.

Young Adult
You’ll be starting out in your career, maybe with a HELP debt to repay. Without any heavy financial commitments, now is a good time to start good habits early and begin to put money aside and plan for your future. You may not be aware of your current superannuation fund (or funds), its features, options or the fees you are paying. Your income may be your greatest asset so you should also consider protecting your income if you can’t work due to illness or injury.

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Young Couples
You may be starting to share finances (and debt) and set goals together perhaps of owning a home but how will you get there? Many of the issues above may still apply to you but now you are thinking of someone else besides yourself.

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Young Families
Many of the above issues may still apply to you but now you have children to consider too. With increased living costs and financial commitments, budgeting is important as well as protection for your family against unexpected events. If you are going through a divorce, you may be concerned about meeting your household expenses with reduced income and worried about your overall financial situation.

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During Your Career / Running a Small Business
It’s important not to lose sight of the long-term and to start to plan now. You’ll want to avoid any excess tax and maximise any benefits available to you, while having appropriate insurance in place. You may face a situation of being made redundant and need assistance working through the financial ramifications of this.

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Pre-Retirement
Now that you have fewer financial commitments, your focus has shifted to security in retirement and retirement plans. You may wish to salary sacrifice to your super fund or start a Transition to Retirement pension. You may also start to think about your investments and how they will be handed down to your family.

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Retirees
With 20 years or more of retirement ahead of you, you will wish to maintain your lifestyle once your salary or other employment income stops. If you have savings and investments, you will need to generate enough income from them to meet your expenses without having to access your assets. You’ll want to pay as little tax as possible once you retire so you have more to spend or save. You may be entitled to an age pension and possibly not aware of Centrelink benefits available to you.

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