Core Package

Create, manage and keep your wealth

Furthering our specialist’s advice in the areas of investments and wealth management, The Ebony Rose Group will formulate a strategy to accelerate the track to your financial goals.

Our strategy and planning will focus on your:

  • Cash Flow – how to manage and optimise for efficiencies
  • Budgeting – setting goals to drive your investing
  • Insurance – protecting you and your increasing assets
  • Debt management – for now and the future
  • Asset – acquisition and structuring
  • Tax – planning for gearing and savings
  • Superannuation – building your retirement base
  • Centrelink – optimise age pension

We cover the simple day to day management of your finances, whilst also advising you on the best course to build your wealth through a variety of asset classes.

Taking the next step need not be a stressful one. With our assistance, we can help you move effortlessly from a position of just surviving, to one where you are really thriving.

Package includes:

  • Up to three meetings
  • Research and creation of financial plan
  • Preparation of Statement of Advice (SoA)
  • Implementation of financial plan
  • Up to two strategies (i.e. insurance and super, retirement and Centrelink)