Project Overview


wealth & business

We understand that you are close to the peak of your career or that you are running a very successful business and now is the best time to make the most of your ability to earn an income.

Some key life triggers are:

  • You are buying an investment property
  • You are renovating the home
  • Your business is expanding
  • Children are in high school or college
  • Buying a new home
  • Planning an overseas holiday
  • Received a redundancy
  • Received a inheritance

Why deal with us?

  • Review your risk profile
  • Check your personal and business insurance cover
  • Review your will and consider estate planning
  • Boost your superannuation
  • Establishing your own Self Managed Superannuation Fund (SMSF)
  • Accessing your super
  • Take advantage of government benefits