Retirement Made Easy
Call us on
02 9929 5125
"Expert Super and Investment Planning for Your Peace of Mind"
Lacking the time, inclination or expertise to manage your investments and retirement nest egg? We can guide you, or do it all for you.
Free initial advice consultation
Sometimes you need some extra help
While most of us would feel comfortable putting up shelves or fixing a leaking tap, when it comes to larger projects like building a house we’d look for professional help. When you hire an expert you expect to get a better result for less of your time – and there’s a lower risk of a costly mistake.
Planning and managing your retirement should be no different.
Speak to Our Retirement and Investment Advisors Today on
02 9929 5125
Make the most of your money
We all save and invest to retire comfortably. As we move closer to retirement and in retirement, our investments become much more important. Our investments really become the “engine” that funds a comfortable lifestyle. The better your engine, the better your retirement lifestyle.
What will we do for you?
- Advise the right investment strategy for you (where you should invest).
- Recommend the best investments for your strategy.
- Place all the investments for you.
- Handle all the paperwork for you.
You retain control because you make the final decisions on any recommendations.
There’s a lot more to retirement
We take care of lot more than just your investments.
- We recommend and set up the right investment structures to protect your assets and legally minimise tax, year after year.
- We will review your estate planning or devise an estate plan for you to ensure your hard-earned money ends up where you want it. We work with specialist solicitors to produce the documents.
- We can handle all the paperwork, tax reports etc to ensure annual tax returns and other compliance requirements are met. If you have an accountant, we can work with him/her to help streamline their work.
Contact us now to get your retirement and investments questions answered.
Why you should appoint us
- We “know our stuff”. We are well-qualified and highly experienced. We have been advising and managing our clients’ financial affairs for over 25 years.
- We hold our own AFSL (Australian Financial Services Licence) issued by ASIC (the Australian Securities and Investments Commission).
- We are not owned or controlled by any other organisation. This means we are free to, and do search out the best solutions for our clients without fear or favour.
- We have always operated on an agreed fee basis.
- Our fees are reasonable, we do not over-charge and you will be able to see the “value-added” by our advice.Our services are tailored and personalised.
- We believe that “One size does not fit all”.We can simply do it all for you so you can enjoy your lifestyle.
Free Consultation to Get Started
Speak to our retirement and investment advisors today.
Offices in North Sydney and Norwest, Baulkham Hills.