Expert Financial Advice
With over 20 years of experience we’ll ensure
you always get the best guidance.
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About Us
We have over 20 years of experience providing expert financial advice for both businesses and individuals. Our Investment Committee brings decades of industry expertise in driving our investment approach, portfolio construction, and allocation advice. The committee ensures our investments are best in class, combining substantiated research with the most effective investing tools available today.
Frequently Asked Questions
- Tax Financial Advice
- Salary Packaging and Severance Planning
- Redundancy Advice
- Superannuation
- Personal Insurance
- Retirement Planning
- Investment Structures
- Corporate Superannuation
- Investment Portfolio Construction and review
- Tax Effective Investment Strategies
- Finance*
- Wealth Protection
- Debt Management
- Gearing Strategies
- Social Security Benefits
- Estate and Succession Planning
*Finance is provided via a referral arrangement with a specialist Finance/Mortgage Broker
We work closely with our clients to ensure the financial solution is personalised specifically for their individual circumstances.
Our Financial Management’s origins date back to 1984, specialising in taxation and superannuation fund advice and management.
Since that time we have grown our business steadily to the position where we now have fifteen team members and advisers looking after our clients’ financial affairs. We provide integrated financial planning, taxation advice and strategies as well as home loans and finance.*
We have been previously recognised in the prestigious AFR Smart Investor
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