Protect
We can't protect you from misfortune - a serious accident or illness for
example - but we can help your weather the storm. How? Through four easy
strategies:
- Lifestyle protection insurance - ensuring you have the right kind of insurance and the right amount to cover you against accident, illness and loss of income.
- Estate planning - so that once you're gone your assets are maximised and distributed according to your wishes.
- Aged care planning - so if you need a helping hand later in life, you can make the transition with minimum fuss, and live somewhere you know you'll be happy.
- Business protection and succession planning - ensuring you, your business and your partners survive and thrive through hard times, and that you get the best price for your business if you decide to sell.
Contact
Suite 19, 42-46 Wattle Road
PO Box 1231
BROOKVALE NSW 2100
Phone: 02 9938 3833
Fax: 02 9939 5104
Click here to contact us or make an appointment at either of our Brookvale or CBD offices.
Links
News
Investment Update
View an update on the economy
Monthly Technical Update
View the latest edition
inTouch magazine
View the latest edition of our quarterly magazine, inTouch
Advice saves money
View a recent article from the Sydney Morning Herald Money section
Rewriting the Retirement Rules
View a recent article from the Sydney Morning Herald Money section
Professionals
If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser. Please contact us
Self Managed Super gets serious
View more
Keeping You In Touch (KYIT) Client Functions
KYIT presentations are held twice each year for our clients and their friends generally in May (Post Budget) and November (pre-Christmas).
Your adviser and special guest speakers will discuss topical financial and lifestyle subjects of interest. Our client referral prize is also drawn.
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