While investing plays a key role in the success of your financial plan, there are often other aspects of your financial life that need attention to enhance the overall quality of your financial well-being.   

We specialise in investment advice but also offer our broad experience in the areas of financial and retirement planning, family trusts, new migrant rules, estate planning and taxation. Our aim is to consider all relevant aspects of your financial life to ensure your plan is well-coordinated, and provides a meaningful framework so you can fill any gaps. When needed, we work alongside your tax specialist or solicitor so you can sleep well at night knowing your financial affairs are in good order.

Financial planning is at the heart of our work – particularly when life changes and you can’t quite see the forest for the trees. We are here to help.

• Retirement: Are you ready to retire and plan how you will create a regular and reliable retirement income?

• Selling Your Business: Have you sold your business and want to invest the capital for your retirement years?

• Receiving an Inheritance: Have you received an inheritance and considering how to best use it – to pay down debt and invest the rest? Put it aside for retirement? Invest it for the next generation?

• Unexpectedly ‘Planning for One’: The sadness of losing a partner through death or divorce is often made more difficult when faced with the financial realities of going forward on one’s own. Would you benefit from specialist help to ‘reset’ your financial life?

Our financial and retirement experience allows us to help you work through these questions.

GET IN TOUCH

If you’d like to organise a meeting please call 03 548 9000 or complete our online form and we’ll call you to arrange a time.

GOT A QUESTION? 

Find the answer to our most frequently asked questions.