Creating and implementing a customised financial plan is key to achieving your retirement objectives.
An actionable strategy that considers every aspect of your financial circumstance – from superannuation and investment portfolios, insurance planning and risk management, to government benefits, retirement capital and cash flow – will afford you important confidence and security in your financial future.
Our team of personable and experienced financial advisers craft financial solutions for whatever the stage of life; we leverage knowledge, perspective and expertise across a vast array of disciplines to incite and sustain wealth.
What We Do
RETIREMENT PLANNING
We provide you with a financial roadmap centred around making the most out of your money. Through proven wealth planning, tax minimisation and cash management strategies we facilitate clarity and security when you need it most.
SMSF MANAGEMENT
We empower our SMSF clients to embrace taking control over their retirement savings. For those considering self management and not sure where to start, we provide guidance and specialist investment support.
WEALTH MANAGEMENT
When you’re truly savouring every moment of retirement, you’ll want to rest assured your finances are in safe hands. Our financial advisers guardian your investments, mind your portfolio and manage your wealth, so you can get on with living.
ESTATE PLANNING
Financial security for you and your loved ones extends beyond planning for retirement. Our team of expert financial planners will support you in establishing a clear succession plan, ensuring tax effective financial protection.
CAPITAL & CASH FLOW MANAGEMENT
Effective financial plans remain dynamic, adjusting in response to changes in income and expenses. Our advisers guardian your capital and cash flow, ensuring you make moves to sustain your current and future lifestyle.
INSURANCE MANAGEMENT
Approaching retirement it’s important to consider your insurances and check them in line with your current and foreseeable needs. Our specialists ensure you’re aware of and understand the full breadth of options available to you.
WealthTrack Program
Change may be a constant in life, but to ensure your financial strategy flows along those changes, you need constant financial planning. Therefore, measuring your needs and the distance from your current position to the lifestyle goals you want to achieve is important. That’s where the WealthTrack program comes in.
We were introduced to Aaron Steer by our accountant for assistance with our self managed super fund investment. Aaron has been able to restructure our investments to suit our income needs and save us on fees at the same time. He has always been available to answer any questions we have, no matter if they seem a bit silly. We have been very happy with his service.
C & B Urquhart
April 2021
We have been working with Aaron and his team for over 8 years now and consider ourselves very fortunate to have been introduced to him. We retired 18 months ago, earlier than we ever thought possible, and we know that is a direct result of Aaron’s guidance. He took the time to get to know us and what we wanted, explained our options in a clear manner that we could understand, showed us what was possible and kept us on track. We would wholeheartedly recommend Aaron and his team to anyone wanting to retire with confidence.
B & L McAllister
April 2021
When we first met Ryan McCormac over 9 years ago, we had no idea of where we were and what we needed to do to get set up for retirement. Since then, with help from Ryan, we have been able to payout all our debt, saved tens of thousands of dollars in tax and have a clear picture of what our retirement looks like. We have also gladly referred our friends and family to Ryan for further help and will continue to sing his praises. Thank you to Ryan. We appreciate his guidance.
A Harte
April 2021
Desley Zunker has been our financial adviser since my husband retired, handling his retirement superannuation and advising us on how best to manage the portfolio. She has helped us tremendously in our dealings with Centrelink (for which we are eternally grateful) and with sorting out the problem of an overseas pension. She is always professional in her dealings with us making the unfamiliar world of investments and pensions intelligible, and always with a sense of humour. We can’t recommend her enough to anyone considering engaging a financial adviser.
L & P Back
May 2021
Contact Us
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OPEN HOURS
8:30am — 4:30pm