Here are some practical examples of concerns you might have....

• You have a self managed fund but need help with strategies and investments. Perhaps most of the Fund's assets are in cash but you lack the confidence to move to growth investments.
• You are an Accountant in public practice and need help with client SMSF compliance or administration. You are wondering about the prospects of outsourcing this work.
• You are in your 50's and need help to best position yourself for retirement. You might have super with two or three institutions and sense you can be doing better.
• You are about to retire and need guidance on establishing an appropriate income stream.
• You have recognised a need for personal insurances and want help to put a risk management plan in place.
• You have investments in property, shares and bank accounts but you are not taking advantage of the potential tax concessions available to self managed superfunds.
• You are concerned about your current Will, or lack of one, and need guidance on Estate Planning issues.

We have experience in all of these situations and can help you to work through your concerns. Our approach will be to meet with you, gather all relevant information, consider options and strategies, and then come back to you with a written report outlining recommendations. Once recommendations are agreed, we manage the implementation and ongoing requirements.