Insurance & Lifestyle Protection Packages

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We can guide you through the life insurance process to ensure that you and your loved ones are looked after.

Superannuation

and SMSF

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We can review your superannuation fund and investment choice, and advise on the best structure for your super.

Direct Shares & Investment Portfolios

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We can advise and help you acquire direct shares as part of your investment portfolio.

Accredited Property Investment Advice

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We are accredited  by the Property Investment Association of Australia (PIAA) to provide property investment advice.

Tax Optimisation

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Our Managing Director has over 20 years’ experience as an Accountant and can help you to optimise your tax obligations.

Retirement and estate planning

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We can assist with retirement and estate planning to ensure that you have the peace of mind that you deserve.

Debt Management and Budgeting

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We can assist with managing your current or future debts and helping you maximise your personal wealth.

Ethical Investment

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We are committed to providing you with socially and environmentally responsible investment options.

OUR VISION

Our vision is to connect people with their future and to help them get them there.

We aim to help people establish and realise their goals, to live life in comfort and to retire in style. We want our clients to be able to give themselves, and their family, the best opportunities in life. 

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 We want to enable our clients to create their own extraordinary life filled with purpose and meaning –

by design, not just by default. 

And how do we do this?

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Our accreditation as an authorised representative of HNW Planning, an Australian Financial Services license-holder, ensures we have met strict education and compliance guidelines and abide by an equally strict code of conduct.

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We offer transparent, honest and attentive service through senior financial advisors with many years of experience.

We are not affiliated with the banks or any particular financial products. This allows us to give our clients the right advice to suit their individual circumstances.

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We want you to feel excited about your future again!

MEET THE TEAM

CONTACT US

Address: Suite 501, Level 5

7 Secant Street,
Liverpool NSW 2170

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Post: P.O. Box 102
Liverpool BC NSW 1871

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Email: 
 

Tel:  02 9600 7759

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For any general inquiries, please fill in the following contact form:

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