Additional Services

Freedom of choice

A large part of financial freedom is having your heart and mind free from the concern of life’s what-ifs. If you want the freedom to start small or you already know what you want, we’re here to support you in any financial decision.

Maybe you just need to consolidate your superannuation accounts? Or maybe you need to speak to an expert and find out if your mortgage rate is the best around? We understand that your life is not the same as every other person. That’s why we’re happy to discuss any of the following goals you may have:

  • Finding the right superannuation strategy for you.
  • Personalised family protection strategies.
  • Creating a budget that works for the lifestyle you want to live.
  • Understanding when you can retire and what you will do.
  • Aged care planning.
  • Freedom of choice for your investments.
  • Personalise your portfolio.
  • Estate Planning.
  • SMSF establishment.
  • Centrelink management on your behalf.