What we do

Whether you're an individual, family or a business owner, The Ebony Rose Group can help you experience a better life and a secure future. Our three areas of advice will help you get there.

Wealth Creation

  • Investment and portfolio management.
  • Tax effective savings plans for your children, grandchildren, first home deposit, private school fees, etc.
  • Superannuation and Self Managed Super Fund (SMSF) advice.
  • How to retain more in superannuation for your family when you die.
  • Budgeting and debt management (restructure/ownership/cashflow).
  • Centrelink assistance and how to maximise benefits, health card, etc.
  • Retirement planning and annuities.

Risk Protection

  • Plan to minimise the financial impact of sudden death, critical illness, or long term disability.
  • Review and analyse existing arrangements.
  • Identify and acknowledge deficencies and gaps.
  • Implement a strategic and tax effective package.
  • Monitor, review and update in line with life changes, such as:
  • Marriage or divorce
  • Job change, salary increase, loss of income
  • Addition to family
  • Mortgage/investment property
  • Retirement

Business Planning

  • Help businesses recognise and identify the value of their major asset - key people.
  • Key people are those whom the business relies upon to keep it alive and profitable.
  • Implement a plan that will safeguard the business for:
  • Loss of a keyperson, business partner or shareholder
  • Succession strategies
  • Payout of business debt
  • Protect business equity
  • Protect spouse and dependents
  • Implement a funding mechanism to provide appropriate cashflow.

Need ADVICE and don't know where to start?

We would love to help you get started. Let us know which area of advice you would like to discuss and we'll be in contact soon.
  • Wealth Creation
  • Risk Protection
  • Business Planning