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Retirement Planning & Strategy

Clients Gratton and Cathy sitting on a couch

Have you considered these areas of retirement planning?

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


  • Contribution strategies in accumulation phase
  • Consolidating or optimising superannuation, finding lost superannuation


  • Insurance – Personal (Life, TPD, Income Protection, Trauma) or business succession. Protecting your family against future health issues you may encounter


  • On-going investment management, gearing
  • Investing for income
  • Listed securities, managed funds
  • Both domestic and offshore investments


  • 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

Having a financial adviser working with me has helped my focus on running my business and family. I know that there are still other areas of my personal financial affairs that require attention to plan for the future, but we can work together over time to achieve these goals.
- Jeremy

Small & Medium Enterprise
Business Owners (SME)

We are specialists in this area – we are business owners ourselves.

We understand it takes 10 years to become an overnight success.

Strategy and retirement 

Transferring your SME business wealth to your personal wealth.

There are specific tax provisions and planning opportunities to optimise your wealth as you transfer the wealth from the business to your personal assets.

We understand the needs and demands to become a self-made successful business owner.

It is time to look after the areas of your life you may have not paid as much attention to family, succession planning, diversifying your wealth and income streams, your own personal goals and objectives – it is time to have fun.

How will my business continue to operate? Who will look after my personal affairs properly if something happens to me?

Working with an Adviser has saved me from repeating my financial mistakes of the past - these guys seriously know their stuff.  Sandy and I know we are in good hands as we work hard now, to plan and prosper in our future.

- Phil and Sandy

Wealth Management

Admin Columns set up investing wealth

We have deep industry expertise.

We believe in the transparency of direct ownership of assets where possible. We believe in diversification of your assets.

  • We do not invest in things we do not understand.
  • Fundamental research process
  • Domestic & offshore investments
  • Institutional grade research
  • Deposit products
  • Securities
  • Managed Investment Schemes (managed funds)
  • Margin Lending
  • Self Managed Superannuation Funds

When my business wealth transfers to our family wealth, I recognise there is added complexity. I trust my Adviser to help work with me on this journey. A key principle is to aim to protect our capital and grow it.

- Gianni

Family Office Services

Smart solutions for those who want sophistication in their investment process.

The uniqueness of your family success requires bespoke solutions.

  • How do other people like me, secure their finances?
  • How do they invest?
  • What due diligence is appropriate?
  • What networks are out there?
  • My family dynamics are complex, what do I do?

We source co-investment strategies alongside other successful family offices. We are a consulting service where we become CFO (Chief Financial Officer) to your personal wealth or non-operating business.

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