Financial independence, especially in retirement, is everyone’s goal. Most investors realise they just can’t afford to rely on a government pension, particularly when costs such as private health care cover continue to rise above Australia’s annual inflation rate. We put our expertise at your disposal, to develop a plan that will take the financial headache out of retirement for you.

Our aim is to ensure that your investments are generating sufficient income to fund your retirement.  We believe that this needs to be done through direct investments. We believe that managed funds provide too much uncertainty and do not offer clients the necessary control. Therefore we use direct investments such as cash, term deposits, direct shares and property to ensure our clients have the control they need.

We try and ensure that our clients are correctly structured to ensure that they can obtain the Seniors Health Card when they reach Age Pension age. This helps them obtain much sort after pharmaceutical benefits.

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