Aged Care
Aged care in Canberra starts from about $550,000 plus daily costs, so it’s not money most people easily have at hand. Specialising in financial planning for aged care, we can help your parents minimise their costs and maximise their income. So they can be taken care of the way they deserve.
Retirement planning
Live the life you want and not the life you end up with by default. We say the future belongs to people who plan for it today. Let us help you plan for tomorrow by developing a financial strategy, which means that you’ll have enough money to enjoy the people and things you love when it matters most.
Superannuation
Building super used to be a sprint, but now it’s a marathon. That’s why you’ll want a financial plan so you’re ready to retire when you want to and on your own terms – even if you’re 30. And with biggest changes to superannuation laws in the last 10 years, we can help you make the most of every opportunity.
Wealth creation & management
A dream is just a wish without a plan. We all have dreams about how we want to live and the comforts we’d like. If you want more than the life you just fall into, then you need a financial plan. Make sure your money works as hard as you do.
Lifestyle & family protection
Protect the ones you love and the lifestyle you’ve worked so hard to create. When it comes to family and lifestyle protection, we can help you find the right types of insurances, investments and strategies so you don’t ever have to worry if something unexpected happens.
Inheritances
Inheritances often come unexpectedly. Einstein said, ‘in the middle of difficulty, lies opportunity.’ We can help you with a financial strategy, so your new found wealth is managed optimally, the way it deserves, while securing your financial future.
Lottery wins
You’ve hit the jackpot and you’re on cloud nine, but you don’t know what to do. You know you need to invest but you don’t know where to start. With a sound financial strategy in place, we’ll help you make sound investments so you’re better off than when you started.
Estate planning
I have clients tell me they no longer buy green bananas. While they joke, if you’re worried about your legacy, talk to us. We can help you with an estate plan, so your beneficiaries aren’t caught out unexpectedly. You can take comfort in knowing you have a plan in place.
