Our services

We offer an extensive range of financial services to assist you in planning for your future, and protecting you and your family. Whatever your situation, whatever your requirements, we have the services and the skills to assist you.

Wealth creation

Investment strategies

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.

Tax-effective investing

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.

Portfolio management

Managing your investment portfolio on your own can be tricky, time consuming and stressful, let us manage it for you.

Estate Planning

We will work with you to develop an Estate plan to prepare the various tasks that will serve to manage your assets and ensure that your family and loved ones are cared for in the event of incapacitation or death.

The main reasons to consider an estate plan include:

  • Ease the burden of your family and ensure they are properly provided for.
  • Reduce estate taxes that will be required to be paid by those you leave behind.
  • Avoid messy estate disputes among possible beneficiaries.
  • Help you plan for potential incapacity in the future.
  • Put your wishes first.
  • Charitable giving and business succession can be incorporated into an estate plan.

In addition, we can also provide assistance in the areas of Wills, Trusts, Powers of Attorney, Guardianship/Directives, Super Death Benefit Nominations, and Insurance Nominations.

Debt Management

Manage and repay your debts more effectively, through financial planning and budgeting.

A comprehensive debt management plan will ensure you can:

  • Make one monthly payment.
  • Secure lower interest rates.
  • Increase your credit score over time.
  • Pay off debts faster.

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!

Wealth protection

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.

Trauma Insurance

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.

Income Protection

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.

Business Insurance

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.


Looking for a superannuation fund created with Medical Professionals in mind? – Then we have the perfect superannuation fund for you.

The IOOF Superannuation Fund, is administered by the IOOF group who have a strong history of providing superannuation solutions to doctors.