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(07) 5522 9371

Northern NSW Office

(07) 3348 9518

Brisbane/Gold Coast Office

How We Help

Wealth Creation

Investment Properties
Share Portfolios
Managed Funds
Gearing – Margin Lending

Debt Management

Debt Consolidation
Deductible versus Non-Deductible Debt
Debt Recycling

Superannuation

Super Consolidation
Salary Sacrifice
Contributions

Retirement Planning

Income Streams
Tax Strategies
Investment

Protection For You and Your Family

Emergency Funds
Death, Injury and/or Accident, Trauma
Income

Centrelink

Age Pension
Assets/Income Tests

Taxation

Income Tax
Small Business CGT Concessions
Tax Effective Investments

Estate Planning

Wills
Beneficiaries
Power of Attorney