Strategic Investment Super Asset Renumeration client

We have developed a planning process that is not only successful, but is characterised by its high standard, its professional approach and the quality of its preparation.

Our strategy reports:

  • Are tailor made and specific to your requirements
  • Recommend and describe specific strategies to meet your objectives
  • Outline a specific course of action

We have two investment management services that enable you to gain greater control over the investment process, make better informed decisions and achieve better investment performance:

  • Monitored Investor-Directed Asset Service (MIDAS)
  • Portfolio Review Service (PRS)

We specialise in providing a range of services in relation to:

  • Self-Managed Superannuation Funds (SMSF)
  • Personal Superannuation Funds
  • Corporate (Group) Superannuation Funds

We are a life insurance broker and conduct thorough research in order to find the best quality policies at the best prices. Our combination of experience, technical competency and friendly service ensures that you receive the protection you need quickly and easily.

Salary packaging can provide you with a higher net remuneration benefit (more 'take home' pay) at no extra cost to your employer. Our comprehensive service includes the review, design and implementation of your salary package. Thus, we assist you to improve your financial situation by enabling you to make better-informed decisions.

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