Retirement

Plan and structure
the funding of your retirement,
– including the optimal redundancy package

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Insurance Protection

Protect your family, your income and your lifestyle.

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Money Management

Budgeting and savings plans plus tax effective debt restructure strategies on investment properties

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Aged Care

The options and variables in Aged Care
can be complicated and confusing. Make your choices and decisions fit in with your situation and preferences and give you peace of mind.

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Superannuation

Strategic planning, structuring and investment of your superannuation savings , including for Self Managed Super Funds (SMSF).

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Investments

Investment strategies include risk based, goals based, strategic or tactical asset allocations and investment selections.

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About Us

Comprehensive financial advice must be tailored to your individual goals and needs, utilising industry leading research and education, technical and legislative expertise as well as the most advanced systems, processes and modelling tools, in order to give you expert advice on a large range of topics and strategies, and if relevant, on a wide range of products and services from well researched leading Australian and overseas providers.

 

Testimonials

Claus has been helping us reach our financial goals and is guiding and assisting us with the ongoing management of our Self Managed Super Fund and our investments.

Claus is very professional and knowledgeable. He genuinely cares about us and our welfare, and is always available for a chat or additional guidance.

We warmly recommend Claus to anyone seeking ongoing services form a professional certified financial planner

 

John & Emma

It is not every day that you come across a passionate and trustworthy financial adviser. Claus has encompassed that really well and has provided us with the helping hand to make our goals and dreams a possible reality. Thanks Claus!

Jane

In just 2 very short meetings with Claus he managed to find the solution personally catered to my situation and expectations. Punctual, well informed and very reliable.

Alex

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Our philosophy

In order to achieve financial goals, financial security and the desired lifestyle, everyone deserves great financial advice and planning services that put YOUR BEST INTERESTS FIRST and that get you e best experience on offer.

Committed to the value of quality advice, CERTIFIED FINANCIAL PLANNER® professionals provide the highest standards for financial planning advice.

CFP_cmykAnd for advice on Aged care, also accredited professionals

 

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