The following information outlines the areas of advice we can help you with as well as the products and services we can arrange.

You can choose to receive advice addressing any of these aspects as well as the timing of our advice all at once or over time, as required to meet your needs as they arise. We will work with you to identify the level of advice and services appropriate for you to meet your financial goals.

Any additional advice or services we can offer you, or limitations to the list below, will be outlined in Our financial planners. 

We can provide advice on:

  • Investments and strategic asset allocation
  • Budget and cashflow management
  • Debt management (including borrowing for personal and investment purposes)
  • Salary packaging
  • Superannuation strategies and retirement planning
  • Personal insurance
  • Estate planning
  • Centrelink and other government benefits
  • Ongoing advice and services, including regular portfolio reviews

We can arrange the following products and services:

  • Superannuation, including retirement savings accounts
  • Employer superannuation
  • Self managed superannuation funds (SMSF)
  • Borrowing within your SMSF
  • Managed investments
  • Separately managed accounts
  • Investor directed portfolio services
  • Deposit and payment products (for example term deposits, cash management accounts and non-cash payment products)
  • Standard margin loans
  • Retirement income streams, including pensions and annuities Insurance (life cover, disability, income protection and trauma)
  • Life investment products including whole of life, endowment and bonds
  • Debentures, stocks or bonds issued or proposed to be issued by a government
  • First home saver accounts
  • Arranging for listed securities, shares and debentures to be bought and sold via a platform
  • Arranging for listed securities, shares and debentures to be bought and sold via a broker
  • Various structured products, instalment warrants over managed funds and protected equity loans
  • Where an administration platform is recommended, we also offer a Limited Managed Discretionary Account service
  • Limited selection of investment guarantees