Areas of Advice


We focus on comprehensive and strategic advice that incorporates your values and goals. Specific areas we are expert in include:

 

  • Superannuation and Retirement Planning.
  • Defined benefits (including the PSS, CSS, MSBS and DFRDB).
  • Self-managed superannuation funds (SMSFs).
  • Investments (Portfolio Construction, Structure Selection & Tax-aware investing).
  • Discretionary (Family) Trusts.
  • Tax planning. 
  • Insurance.
  • Estate planning.
  • Social security (Age pension maximisation & application).
  • Financial modelling.

Any Other Services?


Outside of the more common areas of advice, we have also developed expertise in:

  • UK Pension Transfer (QROPS including to Australian fund or specialist SMSF).

  • Defence force exit & other ADF issues (I have been accepted onto the ADF Financial Advice referral program).
  • Investing for children.
  • Inter-generational support (inc. coaching the next generation, family meetings for differing goals).
  • Asset protection.
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