Self Managed Super Funds
I specialise in helping self managed super fund (SMSF) trustees to take maximum advantage of their opportunities and to reduce risks. Why? Because industry research and our own direct experience shows that many people are simply not making the most of their SMSF nor actively managing it to achieve their goals.
Retirement Planning &
I like to work with you to establish a “roadmap” to your retirement destination, and also take advantage of some smart strategies that can deliver the lifestyle that you desire.
Being made redundant can be a very stressful experience but can also provide an opportunity to review your plans for the future. In addition, my well considered advice regarding your financial situation and options, can only improve your lifestyle prospects.
WE HELP YOU TO GROW YOUR WEALTH
well-researched advice tailored to client’s needs and preferences, without conflict of interest.