Strategic Advice

Life throws us curveballs and we are regularly faced with strategic financial decisions. Big life decisions such as changing careers, buying a home, retirement, reducing debt and aged care services are all decisions that can impact your financial situation.

We can provide strategic advice on how best to approach the big life decisions in a way that does not detrimentally impact your finances or retirement planning objectives. We can help you walk through the pros and cons of the decisions at hand to ensure that your stresses are limited and that your finances are suitably structured.

We offer scenario modelling and projections to assist in your decision-making process by laying out how the financial decisions at hand will impact the longevity of your personal and superannuation savings.

Financial decisions may also have tax implications. We can provide advice on how to reduce the tax implications of your decisions by considering investment ownership and structures, tax effective investments and contribution strategies.