Financial Planning

MAKING YOUR MONEY WORK SMARTER FOR YOU

If you’re ready to take control of your financial future, we’re ready to help. With access to in-house experts in property, mortgages, tax and accounting, our holistic approach has your financial well-being covered. We’ll help you define your goals and prioritise what’s most important for your future. Together we’ll evaluate different models of prosperity, rigorously stress test them and then execute a plan to realise your true financial potential.

Wealth Creation

We provide a wide range of investment strategies, products and solutions, to achieve a well balanced portfolio that matches your attitude toward investing and financial goals. We also want you to be comfortable with, and have a good understanding of, the investments you hold.

A key focus is ensuring the investments are owned in the correct tax structure.
Our license allows us to provide advice in a wide range of investment products, enabling the team unrestricted access to products to achieve your goals.

Super, SMSF & Retirement

Our team in Sydney, Melbourne, Brisbane and Perth are always on top of Superannuation changes and have the skills to advise on appropriate strategies such as:

  • Determining the best Superannuation fund to suit your needs
  • Providing advice on appropriate investments to suit your risk profile
  • Consolidation services, ensuring your Superannuation is with one fund
  • Establishing a Self Managed Super Fund (SMSF)
  • Purchasing a property within a SMSF
  • Determining if insurance should be funded by Superannuation
  • Setting up a corporate Superannuation Fund
  • Ensuring tax strategies are fully utilised
  • Calculating your retirement income requirements
  • Advice on how much you require in retirement and how to achieve your target

Wealth Protection

What’s the point in generating wealth if you can’t protect it. As part of supercharging your financial wellbeing, we ensure your prosperity has safeguards in place. Our product recommendations are based solely on the most appropriate product for you and we utilise a wide range of product providers to ensure the solutions we provide are recommended with your best interests at heart. We make sure the insurance premiums you pay are competitive and structured in a tax effective manner.

We specialise in policies for:

  • Life Insurance
  • Total and Permanent Disablement
  • Income Protection
  • Trauma Insurance
  • Business Insurance / Key Person Cover
REGISTER YOUR INTEREST FOR A COMPLIMENTARY DISCOVERY SESSION, VALUED AT $550

Sydney, Melbourne, Brisbane and Perth

Brett Seet Senior Adviser B.COM, B.BUS, CFP®
Sabena Samuel Senior Adviser B.COM, GRAD DIP FA, ADV.DIP FP