Comprehensive Advice
We advise our clients comprehensively to achieve the best results.
Core Areas of Advice
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Superannuation
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Retirement planning
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Defined benefits including the PSS, CSS, MSBS and DFRDB
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Self-managed superannuation funds (SMSFs)
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Investments
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Family and other trusts
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Tax planning
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Insurance
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Estate planning
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Social security
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Financial modelling
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Philanthropy
There is a range of options to access advice including through a partnership or on a project basis.
Military Transition
We are a leader in advising the Australian Defence Force community and are part of the ADF Consumer Centre Financial Adviser Referral Program.
There are particular nuances and complex decisions to be made when it comes to transition, be that through a Command Initiated Transfer to Reserves (CITR), medical discharge or voluntary exit.
We have extensive experience and specialist knowledge advising ADF members and their families while serving and also as they transition.
Specialist Advice
In addition to our core areas of advice, we have specialist knowledge and experience.
Global Advisory
While we are based in Canberra, our clients are spread across Australia, Europe, North America and Asia.
Through partnership with the right tax agents, we are able to continue to advise our clients, even while they are living overseas.
Taking this approach allows our clients to keep moving forward financially and make the most of their posting or global endeavors.
