Services

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Are you paying hidden commissions to financial advisers?  Claim back the commissions on your new or existing investments, superannuation funds, insurance policies and margin loans.

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Having a plan, and implementing it are two very different things! Our wealth and cash-flow coaching service helps to keep you accountable so that you implement the plan, monitor your cash flow, and adjust as required.  We will also help you to celebrate your wins!

A coaching client must commit to a half hour phone call at least once a month, for a minimum of 3 months.

This is a strategy package for home-owners who are serious about creating wealth, and who want to halve (or more) the time it takes them to pay off their mortgage.

Our investment advice may incorporate traditional investments such as cash and term deposits, managed funds and structured products.  However it may also incorporate direct residential and commercial investment property, property development, and eMinis / Foreign Exchange trading.

We always maintain that the best investment you can make is in yourself, and encourage you to set aside time and money for investment / financial education.  Please see the “resources” sections of this Web Site for ways to go about doing this.

We can assist with the planning and purchase of a high quality investment property, by putting you in contact with all the right people, plugging in all the numbers, helping you to structure the loans correctly, and identifying pertinent risks.

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We can assist you to easily and effortlessly undertake your first property development, by putting you in contact with all the right people, plugging in all the numbers, helping you to structure the loans correctly, and identifying pertinent risks.

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This service is for individuals under 50 (with more than $20,000 in superannuation) wanting to get a whole lot more out of their superannuation fund/s.  For example, the investments we are recommending to our under-50 superannuation clients have returned 71% in the 6 months to 31/08/2009*.  And our fees can be charged to your superannuation fund, so you don’t pay us a cent!

* Past performance is no indication of future performance.

This service is for individuals (with more than $130,000 in superannuation) wanting to power their superannuation by using their superannuation fund money to fund a deposit on an investment property.  The remainder of the property can be purchased with funds borrowed by the superannuation fund.

To build serious wealth, you need to have a mastermind team of high quality people that you can trust.  We can refer you to one or more of the following:

• Bookkeeper

• Accountant

• Solicitor

• Mortgage broker

• Insurance broker

• Real estate (buyers) agent

• Personal coach

• Business coach

Most people are not properly prepared for the event of the incapacity or death.

This is a service which will help you to:

• Identify and plan for potential issues (both practical and financial) that may arise after your incapacity or death;

• Understand what will happen to each of your assets and liabilities after you pass away; and

• Potentially save your beneficiaries thousands of dollars in tax.

Click here to see the estate planning building block for more information about estate planning.
 

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