The benefits of employment should extend beyond a pay cheque. We help you to make informed decisions about wealth creation and management and capitalise on the benefits of your superannuation and entitlements.
We can help you with:
Superannaution
The superannuation environment is the most complex of all legal structures in Australia. Therefore it is no wonder most Australians ignore or pay little attention to their super accounts. Having access to professionals within the industry ensures you are making informed decisions.
Employee Share Purchase Plans (ESPP)
Gaining equity in a company you understand and trust can be a solid step towards achieving your financial goals.
Life Insurance
Guidance on what plans will address your needs as well as assistance with claims and ongoing management.
Investment Advice
More than just speculation, we offer guidance on trends and advice on how to develop or maintain your financial health.
Salary Sacrifice
Super, HECS or car lease – whatever it is, we make it easier to understand and easier to achieve.
Tax Planning
Our qualified Tax Accountants provide specialist taxation planning advice to ensure that your tax liability is legally minimised and your overall financial plan is structured in the most tax effective manner and ties in with your financial wellbeing.
Estate Planning
To assist in ensuring your family will be looked after and strengthen your strategy.
Education
A series of seminars, webinars, online tools, adviser helplines and one-on-one meetings available to both employers and employees. See below for more information.
