Areas of Advice
We focus on comprehensive and strategic advice that incorporates your values and goals. This includes understanding your life planning challenges as we know financial planning and life planning are connected. Specific areas of advice we are expert in include:
- Superannuation & Retirement Planning.
- Self-managed superannuation funds (SMSFs).
- Investments (Portfolio Construction, Structures, ETF’s & tax-aware management).
- Family (and other) Trusts.
- Defined benefits (including the PSS, CSS, MSBS and DFRDB).
- Tax planning (John is a Qualified Tax Relevant Provider (QTRP) so can provide tax (financial) advice).
- Risk Management (Insurance, Cash Reserve, Threat analysis).
- Estate planning.
- Financial modelling.
- Philanthropy.
Any Other Services?
Outside of the more common areas of advice, we have also developed expertise in:
- Defence force exit & other ADF issues. Note that we have been accepted onto the ADF Consumer Centre Financial Adviser Referral Program.
- Investing for children and broader family considerations.
- Inter-generational support. Coaching the next generation, family meetings for utilising family wealth for when there are differing goals or we identify areas you can help each other.
- Global Advisory. While we are based in Melbourne, we are authorised to provide advice to clients living overseas (on their Australian affairs) so they can continue to make the most of their posting or global endeavours.
