Whatever your budget, or risk profile, we can create an investment strategy to suit you.
Risk minimization strategies
Do you want to invest without the risk? We can’t eliminate that completely, but we can create strategies to help minimize the risk for you.
When it comes to investing, it is important to consider the possible tax implications too. We can help create a strategy which is tax effective.
Strategic asset allocation
Looking for a traditional approach to building an investment portfolio? We can come up with a strategic asset allocation for you, so you don’t have to.
Managing your investment portfolio on your own can be tricky, time consuming and stressful, let us manage it for you.
Retirement planning and aged care
Small business retirement exemptions
Do you have a small business? We can help you utilize CGT concessions, CGT discounts, to transfer any gain into superannuation.
Transition to Retirement
Approaching retirement? We can set up a Transition to Retirement Pension for you, which will allow you to draw income from a pension, even if you are still working.
Retirement Income Planning
When preparing for retirement, it’s really important to think about your finances. We can help you with your long-term financial plan – just ask us how!
Maximise Centrelink benefits
Are you receiving Centrelink benefits? We can help you maximize these – Ask us how today!
Aged Care and Home Care advice
Thinking of going into Aged Care? We can assist by providing you with an aged care roadmap, strategies to increase your benefits, information on different types of facilities, provide a cash flow analysis and much more!
Term Life Insurance
Looking for peace of mind in knowing that your loved ones will be taken care of, after you’ve gone? Life Insurance gives you that peace of mind, whilst ensuring your family will be adequately protected.
Total & Permanent Disability Insurance (TPD)
Should you suffer from an illness or injury, which causes you to become totally and permanently disabled, TPD cover will pay you out a lump sum. We can ensure that this is in line with your needs and requirements.
Ever worry that you may be struck down with cancer or a serious illness? Trauma Insurance (also known as Critical Illness), provides you with a lump sum benefit in the event of a critical condition.
What would happen if you were unable to work due to sickness or injury? Would you still get paid? For most of you the answer is no! Having Income Protection means that you will be paid up to 75% of your regular income, even if you are unable to work due to sickness or injury.
Whether you have a small business or a staff of fifty, there are many different business insurance options to help you minimize your business worries.
We have teamed up with Nexus Partners, to provide members with direct access to experienced lenders across a number of banks, who can assist with all aspects of the following services:
- Home and Investment Lending
- Commercial and Business Finance
- Investment Property Referral
- Vehicle and Equipment Finance
- Self-Managed Super Fund Lending
Looking for a superannuation fund created with Medical Professionals in mind? – Then we have the perfect superannuation fund for you.
The Medical and Associated Professionals (MAP) Superannuation Fund, is administered by the IOOF group who have a strong history of providing superannuation solutions to Doctors.
Visit the MAP Website for more information.