Archives: Services

Life is full of uncertainties. Our entire lives and situations can change from one day to the next due to unforeseen, unavoidable events. As humans, we tend to think that we’re invincible and that ‘it won’t happen to us’. In reality, disruptive events take place all the time, and they are just as likely to… Continue reading Business and Family Financial Protection

There are many reasons why you might want to set up a Self-Managed Super Fund (SMSF). It might be because you don’t like paying the fees that some super fund managers charge, or that you want to invest in direct property or shares. You could want more flexibility and choice with your investments or estate… Continue reading SMSF Advice

Have you ever thought about the sort of lifestyle you want in retirement? Where would you live? What type of car would you drive? How much would you need to fund it? With your current superannuation, will you have enough saved to make those goals a reality? These are the questions that so many Australians… Continue reading Superannuation and Retirement Planning Melbourne

Today’s ‘Modern Family’ is vastly different from what many of us knew when we were growing up. Blended families are more common nowadays and too often we hear of once-loving siblings taking legal action against each other by contesting Wills because they feel cheated or overlooked once their parents have passed on. Getting it right… Continue reading Estate Planning

Centrelink is the government body that provides income support such as the Age Pension, Disability support Allowance and Family Tax Benefits to many Australians in need. Payments made by Centrelink are generally subject to an Income test and/or Assets test. What this means is that depending on the benefit you apply for, Centrelink will determine… Continue reading Centrelink Financial Planning Melbourne

Get expert advice and assistance with regards to competitive loans, lease and mortgage rates and structuring for individuals and businesses. Our experienced Melbourne team delivers lending and mortgage solutions for all reasons in all different circumstances. Contact our team for qualified advice and to make your next loan application as seamless as possible.