Deakin, Australian Capital Territory

​We recognise that wealth creation is an important part of any financial plan and is essentially a series of achievable goals for the short, medium and long-term.  We offer advice on a range of strategies for wealth accumulation whether you are just starting out or are nearing retirement, including:

 

• saving plans;

 

• superannuation accumulation strategies (including salary packaging options).

 

• effective investment structures (i.e. superannuation, direct investment, family trust structures)

 

• geared investment options; and

 

• property investment. 

 

We also provide advice on suitable investments vehicles, including:

 

• direct investments (e.g. shares and property);

 

• managed funds;

 

• superannuation fund providers; and

 

• the use of a Self Managed Super Fund (SMSF).