Comprehensive

The perfectionist

Many of our clients ask: “Where do I start? Do I pay down my debts or should I start investing?”

Our answer: “You can do it all.”

The Ebony Rose Group can help you provide for you and your family now, while also having the pride in knowing you have built an asset base to provide for you in retirement. Through the strategic use of your home, together with prudent investment and debt reduction techniques, we can set you on the road for a comfortable retirement, while also paying down your home loan years before you currently expect to. This premium package has been designed for many of our clients while having minimal impact on their current lifestyle.

We take the guesswork out for you by managing and monitoring all aspects of your finances; from monthly cash flow management, through to reducing your non-deductible debt and increasing your asset base. We will take the worry out of your finances and guide you to a better wealth outcome.

Have your dream lifestyle
Be comfortable. Be secure. Be free.

Services include:

Reduce bad debt quicker
Acquire assets and increase wealth
Diversity investments
Personalised protection strategies
Estate planning

Superannuation strategies
Cash flow management
Tax planning and returns
Debt and loan structuring
Ongoing monitoring

Package includes:

Unlimited meetings
Research and creation of financial plan
Preparation of Statement of Advice (SoA)
Implementation of financial plan
Three strategies (i.e. insurance, super and retirement)