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Our Financial Advice Services in Sydney

We offer a broad range of financial advice services to assist you in achieving the outcomes that are important to you. See below for more information about the advice services we offer and how these can help you.

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Retirement Planning
Wealth Creation
Estate Planning
Insurance and Risk
Cashflow Management
Aged Care
Structural Advice
Intergenerational Wealth Planning

Retirement Planning

  • Do you have a retirement plan?
  • Do you know how much you will need in retirement to live your comfortable lifestyle?
  • When will you be able to retire?
  • Are you on the right track to meet your ideal retirement?

There are a lot of unknowns when it comes to retirement planning. We support you by building a retirement plan so that you are able to make a smooth transition from working life to retirement.

Wealth Creation

  • Do you have savings that you are not quite sure what to do with?
  • Are you looking to maintain your wealth and help generate income?
  • Are you looking to build your wealth in a diversified and cost considered manner?
  • How important would an impartial third-party opinion be to your situation?

Whether it is building wealth or preserving it, we incorporate a wide range of factors into your advice and work with you to establish and monitor your investment objectives. There is often more than one path to achieve a goal, but why take a path with more risks than necessary?

Planning fore retirement with a financial adviser


  • What does retirement look like for you?
  • Will you have enough when you retire?
  • When can you stop working?
  • A comfortable retirement as determined by ASFA is $61,909 p.a. for a couple and $43,687 p.a. for a single person. Will you have enough saved to generate this type of income for 20 plus years?

Super is a way for saving for retirement. How you use your super through your working life can make a world of difference to the quality of your retirement. It is simple but the earlier you start the better chance you give yourself.


  • Do you have a plan in place before you make a big life decision requiring a loan?
  • Do you know how much you can borrow?
  • Do you have the most competitive loans for your situation?

Being able to access funds is essential for all sorts of aspects of your life. Whether it be the purchase of a home, investments or to support and grow your business, we help you to identify the lending solution to suit your needs.

Estate Planning

  • Do you have a will in place?

  • Who will help you make your financial and medicals decisions if you were to lose the ability to make these decisions yourself?

  • Who will look after your children in the event of your passing?

Estate planning helps you control and protect your assets so that they can be distributed to your intended beneficiaries according to your wishes, in both a systematic and tax effective manner. 

Insurance and Risk Management

  • What would it look like for you and your family if your income were to suddenly stop?
  • What if you were to fall ill or be seriously injured for an extended period of time?
  • Would you be able to continue to pay off the mortgage and for how long?
  • Could you continue your lifestyle and how would that impact your financial future?

A protection plan can help protect you and your loved ones from financial loss if something unexpected happens.

Financial Advice regarding personal and business insurance and risk management

Business Insurance and Risk Management

How would your business cope if you were to experience:

  • Theft

  • Hacking
  • Fire
  • Key person injury/illness
  • Vandalism
  • LitigationEmployee or Customer Injury

A protection plan against financial losses to your business when unexpected events occur.

Cashflow Management

  • Are you using your surplus cashflow in the best way?

  • Have you thought about the tax implications around how you use your cashflow?

  • Do you have a budget in place to understand what your living expenses are? 

Cashflow management involves effectively managing your cash flow so that you can achieve your dreams sooner than expected. 

Aged Care

Dealing with complex financial issues when your main concern is your health and welfare can be challenging. Every situation is different, although here are the areas you might be facing issues with:

  1. Lack of strategies to fund your or your loved one’s accommodation
  2. How to minimize your nursing home fees or negotiate with age care facilities
  3. How to maximize the Government pensions
  4. A proper financial model of the care options available
  5. Lastly, how to review and avoid any tax implications

Guiding you through difficult decisions with the aim to reduce aged care fees, maximise pension entitlements and determining the best way to structure the accommodation bond.


Are you getting the most out of your income and/or capital gains after tax every year?

Is minimising your tax now the best outcome for your future financial goals?

There are many decisions we make every year that have different tax consequences. We help you to understand what these consequences are and help you make decisions that improve your financial future.

Get expert advice by booking your free 30 minute consultation  HERE.

Structural Advice

Have you considered what happens to your personal assets if you were to run into financial difficulty?

Do you own or represent a director position in an organization? Did you know that the wealth you have been creating might be completely exposed to loss if you don’t have the appropriate measures of asset protection set up?

Incorporating structures such as trusts and companies for long term asset protection and management of wealth.

Book your 30 minute consultation HERE.

Intergenerational Wealth Planning

Do you have a plan in place for your children and grandchildren to responsibly manage the wealth you have worked hard to build?

Did you know that 70% of wealth transitions fail due to:

  • Breakdown of communication and trust within the family,
  • Adequately incorporate and train the children,
  • Varying tax, legal and poor advice reasons.

Working with an extended family as one large client with the aim to implement and monitor strategies that are beneficial across multiple generations.

Book a 30 minute consultation HERE.

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