Our services

Investments

Working with you to identify appropriate wealth building strategies based on your appetite for risk and your financial goals.

advice Benefits

Diversification plans

Invest in a range of quality assets across shares, property, fixed and cash, both locally and internationally.

Risk management

Ensure your portfolio is invested according to your desired level of volatility and risk

Tax effective strategies

Optimise your investment returns through tax-effective strategies

Regular reviews

Benefit from a regular review to consider Australian and international economic trends

Aaron Downey

Principal / Financial Adviser

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Our Advice Process

The personal financial advice process will start with us getting to know each other

During our first meeting you can expect to discuss your financial goals and objectives so we can better understand how we can help. We’ll then do a financial health check by going through a series of questions so we can get a picture where you are today. This is also a chance for you to ask us questions about how we can help.

Ensuring we understand the whole picture

Once we’ve identified your goals, the next step in the process is for us to build a deeper understanding of your personal and financial situation. This information, along with our discussion about your goals and objectives, allows us to begin creating a tailored plan for you.

Presenting you with your tailored plan

After finalising your tailored plan, we’ll present you with a Statement of Advice, explaining our recommendations and ensuring it meets your goals and objectives.

Implementation - where it all comes together

The strategies recommended in your Statement of Advice will now be implemented by us. This may also involve us working with our industry partners such as accountants, solicitors and mortgage brokers.

Partnering with you for life

It is likely that your financial circumstances, goals and objectives will continue to evolve over time. That is why it’s important for us to contact you periodically to review your situation and update the strategies in place.

More Solutions for you:

Investments

Working with you to identify appropriate wealth building strategies based on your appetite for risk and your financial goals.

Personal Insurance

Protecting what matters most…you and your family. Analysis of what levels of protection you need, how much you already have and addressing any shortfalls. Often done by developing strategies to significantly lessen the impact of premiums on day-to-day cashflow.

Retirement Planning

Guidance on building tax-effective wealth through your Super (including Industry funds, Retail funds, Defined Benefit funds and Self-Managed funds) to ensure you are on track to achieve your retirement dreams. This includes establishing tax effective income streams and exploring possible Centrelink opportunities for those nearing or already in retirement.

Debt Management

Reduce your debt through effective money management strategies to grow your wealth and take advantage of tax deductions.