Maximise Your Position. Extend Your Financial Horizons
You are successful in your career. You are reaping the rewards of your years of hard work. You believe it’s time to extend your financial horizons; to maximise the returns from these peak earning years.
At last a little of life’s financial pressures have eased. Mortgage and schooling costs are becoming less of a drag on the budget.
The time seems right to “power-up” your plan to take advantage of the benefits of your hard work. Over the years you have developed even clearer goals for the future. Now you are ready to make every post a winner in the years before you retire.
Investment within Super
We work with you to determine your superannuation vehicle is the most appropriate to your needs. For many this means an Industry or a Retail Super Fund run on your behalf by Fund Managers.
For those prepared to shoulder the responsibilities and with a reasonable super balance, a Self-Managed Superannuation Fund may provide greater control, more flexibility and possibly the option of borrowing for investment within your SMSF. If a Self-Managed Super Fund is appropriate we can advise on the set-up, administration and investment strategy of your SMSF.
Transition to Retirement – depending on your age it may be appropriate to take advantage of the tax efficiencies of a transition to retirement plan.
Investment outside Super
You now have surplus cash flow or possibly a lump sum payment and you want your money to work harder than sitting in a bank account.
Also, you do not wish your money to be locked away in super as you wish to have access to your funds, possibly for your children’s education. You are also looking for tax effective investment alternatives.
We will help you with a wide range of solutions to meet your needs including, if appropriate and totally within your comfort zone, gearing.
Estate and Succession Planning
As your wealth grows, it is time to fine-tune your estate planning and wealth transfer strategies.
These strategies, including succession planning for your business, are necessary to achieve your objectives for the financial well-being of your dependents and you want to make sure they reflect your wishes.
We will work with you in devising appropriate estate and succession plans.
We Listen, We Tailor, You Decide!