Don't let your hard earned cash go to waste. Make your money work for you to increase your wealth.

One of the most common questions we ask our clients is “Do you know where your money is invested in your super account?”, and the answer typically seems to be “No”. Would you prefer long term growth or security in the short term?

Although it may not be your number one priority at the moment, in future years and into retirement, your superannuation account may be your most valuable asset.

That’s why we advise you ensure your super is invested in a way that best suit your circumstances not just for now but also for the future. We can help you understand how your money is invested and what options you have including consolidating your super accounts.

You may be unsure of whether you have any income protection or life insurance through your super and are interested in applying for one, or maybe you just want to invest your savings to prepare for the future. Our financial planners are dedicated to providing knowledge and financial advice tailored to meet wealth creation and preservation needs for our clients seeking lifestyles of choice.

Every new year we make new resolutions for ourselves. This new year when your writing down your personal goals don’t forget to write down your financial goals too. As you move through life your lifestyle needs change just like your financial needs and goals change with you. It is important to make sure that you are still on track to achieving your long term financial goals. Meeting with a financial planner regularly ensures that your goals are on track and that you are getting the most out of your money. Why not make a complimentary initial appointment with our financial planning team today.

Our Financial Planning services through our referral partners include (but are not limited to):

  • Budgeting
  • Age Pension applications
  • Assistance with Centrelink payment applications
  • Retirement planning (including transition to retirement income streams)
  • Estate planning
  • Self-Managed Superannuation Funds
Enquire about your Financial Plan or Super
"Catherine has been amazing guidance and help for me in my new role as treasurer for our cricket club. Her support in guiding me through moving from MYOB to XERO has been amazing. Just knowing that she is at the end of the phone or email for some reassurance is wonderful. Our club has gone through some amazing changes and in the last season we have brought the club into a more transparent position in all matters financial. We also use Catherine and Tick Tax for our own tax as we have rental properties. Over the years we have always recommended her to many people without a hesitation. As we always feel the extra mile is given. I would highly recommend Catherine and her team for all matters financial weather it be your tax return or guidance in financial matters - she is knowledgeable, up to date and reassuring."

Terry Pearson

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