How we help your clients?

A range of value-added services to ensure your client is cared for at every turn:

Strategic advice in the areas of Aged Care, Estate Planning, Business Succession Planning, Retirement Planning, Wealth Creation, Corporate Finance, Personal Finance, Financial Counselling, Life Insurances, Health Insurances & Cash Flow Management and more...

Extended Service Offering

As part of a professional community you can offer your clients a more diversified range of services to ensure their entire family is cared for and can enjoy financial freedom:

Aged Care

Working with families and individuals in locating a home of choice with as little stress as possible and in doing so, ensuring they have a number of funding strategies to meet upfront and ongoing care expenses.

  • Facilitation
  • Family Consultation
  • Planning for Aged Care Living
  • Education (seminars, webinars, videos, blogs)
  • Advice
  • Mentoring

Estate Planning

Working with families and businesspeople who want to know that their hard-earned assets will end up in the right hands.

  • Strategy Development
  • Facilitation
  • Ongoing reviews
  • Estate administration assistance
  • Income stream management
  • Education (seminars, webinars, videos, blogs)
  • Advice
  • Mentoring

Finance

  • Consumer
    • Residential mortgage
    • Investment Property
  • Personal loan
  • Car leases and Higher Purchase
  • Commercial
    • Property
    • Asset Finance
    • Business loans
    • Construction & Development