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Investment Portfolio Management

Creating a diversified investment portfolio requires understanding your goals, risk tolerance, and investment timeline. Our portfolio management service begins with a thorough assessment of your current financial situation.

We analyse various asset classes including Australian and international equities, fixed income, property, and alternative investments to construct portfolios that align with your objectives. Regular reviews help ensure your portfolio remains on track as markets evolve.

Whether you are looking to grow wealth aggressively or preserve capital with steady income, we develop strategies suited to your specific needs.

$349 / initial consultation

Ongoing management fees discussed during consultation

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Superannuation Advisory

Superannuation represents a significant component of most Australians' retirement savings. Understanding how to optimise your super can make a substantial difference to your retirement outcomes.

Our superannuation advisory service covers fund selection, contribution strategies, insurance within super, and the transition to retirement phase. We help you navigate the complex rules around concessional and non-concessional contributions.

For those with multiple super accounts, we assess the benefits of consolidation while considering insurance implications. Self-managed super fund (SMSF) considerations are also addressed for those who may benefit from this structure.

$275 / session

Comprehensive review packages available

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Retirement Planning

Planning for retirement involves more than just accumulating savings. It requires understanding how to convert those savings into sustainable income while managing risks like longevity, inflation, and market volatility.

Our retirement planning service helps you project your retirement income needs, assess your current trajectory, and develop strategies to close any gaps. We consider Age Pension entitlements, account-based pensions, and other income sources.

Transitioning to retirement is a significant life change. We help you understand your options and create a plan that supports the lifestyle you envision.

$425 / planning package

Includes projections and strategy document

Retirement lifestyle planning

Additional Services

Specialised guidance for specific financial needs

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Wealth Accumulation Strategy

For those in the accumulation phase, we develop strategies to grow wealth efficiently. This includes savings plans, investment selection, debt management, and tax-effective structures.

$389 / strategy session
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Tax-Effective Investing

Investment returns can be significantly impacted by tax. We help you understand the tax implications of different investment structures and strategies to minimise your tax burden legally.

$315 / consultation
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Estate Planning Consultation

Ensuring your wealth passes to your intended beneficiaries requires careful planning. We discuss superannuation death benefit nominations, trust structures, and coordination with your legal advisers.

$450 / consultation
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Disclaimer: Service fees listed are indicative and may vary based on complexity. The information on this page does not constitute financial advice tailored to your individual circumstances. Investment returns are not guaranteed, and the value of investments can go down as well as up. Before making any financial decisions, please consult with a qualified adviser who can consider your personal situation.

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