Wealth Creation and retirement solutions

What We Do

We commit to working in partnership with you and by sharing our experience and expertise, we can walk with you through all aspects of your financial life.

Wealth Creation

Investment Properties
Share Portfolios
Managed Funds
Gearing – Margin Lending

Debt Management

Debt Consolidation
Deductible versus Non-Deductible Debt
Debt Recycling


Super Consolidation
Salary Sacrifice

Retirement Planning

Income Streams
Tax Strategies

Protection For You and Your Family

Emergency Funds
Death, Injury and/or Accident, Trauma


Age Pension
Assets/Income Tests


Income Tax
Small Business CGT Concessions
Tax Effective Investments

Estate Planning

Power of Attorney

Find Out More About Our Services

Essential Wealth Planning

Essential Wealth and Retirement

At Essential Wealth and Retirement, we recognise that everyone’s situations and goals are unique, which is why we personally tailor your financial solutions to your circumstances. We believe that financial advice should not be complicated, therefore we provide simple, clear and straightforward advice in partnership with our clients. Not only do we make use of our experience and expertise in current financial climates, we are future focused, in order to assist you to build your financial security for decades to come.

What Our Clients say