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Protect & Grow Your Family Wealth

Why Durack?

Fee for Service - Transparent Pricing

Highly Qualified Advisers

Traditional Values

Accessible Step-By-Step Planning Process

Cathy and I had been looking for a quality Financial Adviser for some time in 2015/2016 after our investment portfolios were drifting sideways following the post GFC uptick. We were looking for someone who was very thorough in their research and honest in their analysis.

Ron perfectly matched our criteria, investment style and personal values. As a result, we have entrusted him to manage our investment portfolios - superannuation, personal and business. His diligence and financial knowledge combined with his friendly manner have made our journey both a profitable and pleasurable one. Our portfolios have seen steady strong improvement ever since we joined forces with Ron. We regard him as a highly trusted colleague.

Gratton and Cathy

Clients Gratton and Cathy sitting on a couch

Cathy and I had been looking for a quality Financial Adviser for some time in 2015/2016 after our investment portfolios were drifting sideways following the post GFC uptick. We were looking for someone who was very thorough in their research and honest in their analysis.

Ron perfectly matched our criteria, investment style and personal values. As a result, we have entrusted him to manage our investment portfolios - superannuation, personal and business. His diligence and financial knowledge combined with his friendly manner have made our journey both a profitable and pleasurable one. Our portfolios have seen steady strong improvement ever since we joined forces with Ron. We regard him as a highly trusted colleague.

Gratton and Cathy

Financial Planners, Strategic Thinkers, Wealth Managers

Control

Your instructions followed to the letter.

Choice

Understand your financial options.

Peace of Mind

Be clear about where you're going.

Confidence

Work with qualified professionals.

Areas of Advice

Strategy & Retirement Planning

Where do you want to be in 3,5 and 10 years time?

We help you get there - via a full financial plan

Superannuation

Contribution strategies in accumulation phase

Consolidating or optimising superannuation, finding lost superannuation

Insurance

Insurance – Personal (Life, TPD, Income Protection, Trauma) or business succession

Protecting your family against future health issues you may encounter

Investment

On-going investment management, gearing

Investing for income

Listed securities, managed funds

Both domestic and offshore investments

Retirement

Transition to retirement

Account based or aged pension

Cash Management

Budgeting, debt management

Term deposit and fixed interest products

Self-Managed Super Fund

Advice, establishment & management

Aged Care

Review contracts and financial arrangements

Financial modelling

Estate Planning & Succession Planning

Wills, Enduring Power of Attorney

Power of Guardianship, Testamentary Trusts

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