We advise our clients comprehensively to achieve the best results.
Core Areas of Advice
Defined benefits including the PSS, CSS, MSBS and DFRDB
Self-managed superannuation funds (SMSFs)
Family and other trusts
There is a range of options to access advice including through a partnership or on a project basis.
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.
In addition to our core areas of advice, we have specialist knowledge and experience.
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.