HOW CAN WE HELP YOU?
You're building a career and/or a life together planning for your financial future
- Aged in 20s and 30s
- Working on your career and enjoy having a reliable income
- May be paying off a mortgage, loans, credit cards, cars etc
- Aware of how difficult it is to save and get into your first home
- May be renting or living at home with parents
- Thinking about combining finances and/or starting a family
- Would like to manage your expenses and make provisions for your financial future
Your career is doing well and you want to ensure your family is protected
- Aged in 20s, 30s or 40s
- Want to provide financial security for your family but with a tight budget
- Need to protect assets that you have worked hard to build
- Need to protect income in case you can't work for an extended period
- Would like to allocate education funding
- May have reduced income due to one or both partners reducing working hours to look after children
You want to balance growing your career with celebrating your success
- Aged in 30s, 40s or 50s
- Medical specialist, lawyer, accountant, engineer, architect
- May have established your own business or practice
- Developing your stake in the business
- Have enjoyed financial success
- Open minded, approachable and appreciate good advice
You are looking to stop working and want to plan for your future
- Aged in 40s, 50s or 60s
- Enjoy a successful career but don't want to work forever
- Have started to talk about how to fund your retirement
- May have money to invest and are keen to improve financial knowledge
- May have investments and are concerned with the volatility in the share market
- Want help planning for the future - education, renovations, travel, retirement
You want to enjoy what you have worked so hard for over your career
- Aged in 50s, 60s or 70s
- Have retired or are just about to
- Want to enjoy the fruits of your labour and need help managing retirement income, including advice about social security
- May have Super as well as other investments such as managed funds, shares and property
- Would like to make sure Estate planning affairs are in order
HOW CAN WE HELP YOU?
We pride ourselves on providing unique FINANCIAL tailored solutions to meet your key goals and objectives (for Australian Residents & EXPATS), as well as offering guidance to help keep you on track towards those goals
Select a life event below...
See what areas are affected...
And what you need to consider...
We can help you…
Select from the life events to see how we can help you.
We can help you…
Select from the life events to see how we can help you.
Save for a deposit
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Getting married
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Buy a house
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Start a family
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Receive a pay increase
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Children’s education costs
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Buy an investment property
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Start a business
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Children leave home
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Sell an asset
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Mortgage paid off
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Divorce
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Receive an inheritance
We can help you…
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Reach age 50
We can help you…
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Reach age 56
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Reach age 60
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Retirement
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Aged care
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
WHAT CAN A FINANCIAL ADVISER DO FOR YOU?
Learn more about the financial planning process and how we could be of benefit to you.
5 Minute Financial Health Check
Take our ‘5 Minute Financial Health Check’ for a quick guide to your current financial condition. (New and current clients)
About You Questionnaire
Complete our ‘About You Questionnaire’ to help provide insight into your current financial position. (New clients)
HOW CAN WE HELP YOU?
We pride ourselves on providing unique FINANCIAL tailored solutions to meet your key goals and objectives (for Australian Residents & EXPATS), as well as offering guidance to help keep you on track towards those goals
Select a life event below...
See what areas are affected...
And what you need to consider...
We can help you…
Select from the life events to see how we can help you.
We can help you…
Select from the life events to see how we can help you.
Save for a deposit
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Getting married
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Buy a house
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Start a family
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Receive a pay increase
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Children’s education costs
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
Buy an investment property
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Start a business
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Children leave home
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Sell an asset
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Mortgage paid off
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Divorce
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Receive an inheritance
We can help you…
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Reach age 50
We can help you…
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Reach age 56
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
Reach age 60
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Retirement
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Debt Plan to eliminate your mortgage and create wealth.
Your debt plan analysis your current debt structure, determines mortgage reduction strategies and explores how debt can be used to build your wealth.
We use your Risk Plan to protect the things that are important to you.
Your risk plan looks at what could go wrong in your financial circumstances and seeks to identify and where possible mitigate these risks. Some of the ways these risks can be managed are through; implementing life insurance, recommending appropriate investments and possibly fixing interest rates.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
Aged care
We can help you…
We use your Income Plan to free up surplus funds to achieve your goal.
Your income plan determines strategies to improve your cash flow through a combination of tax effective strategies and the efficient use of your income. The resulting surplus funds are then used to create wealth.
We use your Investment Plan to explore your investment options and empower you to choose what’s best for you.
Your investment plan explores the different options available to you and applies the income plan and debt plan analysis to help you meet or exceed your goals.
We use your Retirement Plan to help you achieve your ideal retirement.
Your retirement plan identifies your income needs in retirement and the level of assets required to provide this income. We work with you to achieve and sustain the lifestyle you require.
We use your Estate Plan to ensure that the right assets, go to the right people, at the right time.
Your estate plan articulates your wishes in the event of your death and determines a strategy to provide your family with funds in a tax effective manner and with asset protection as a priority.
WHO WE ARE
We are a boutique Financial Adviser with a non-institutional mandate and a large approved product list to ensure that the advisers are able to provide expert advice to their valued clients.
At Equity & Law WEALTH, we are passionate about helping our valued clients (in & out of Australia) obtain a secure financial future. We achieve this due to having the required financial knowledge fit for the 21st century, long standing experience and our approach to ethics and professionalism in Financial Advice.
Our firm’s slogan is Where Experience meets Education and Ethics! It sums up the way in which we help our clients achieve their dreams, goals and aspirations. The founder has 3 decades of experience, all the required education, plus much more and places the clients in the center of everything we do.
Our Mission
To secure our client’s and their families’ financial future by understanding their needs and wants by integrating our experience and knowledge of the real financial world to produce advice fit for the 21st century.
Our Vision
To be known as the most ‘knowledgeable’, ‘expert driven’ and ‘ethical’ Financial Planner in the region.
Our Values
Organization: To work smart and hard
Non-institutional alignment: To provide an extensive product list.
Customer Service: To provide our clients a 5-star service.
Professionalism: Continuing Professional development of its employees.
Confidentiality: To keep client data confidential and up to date.
MEET THE FOUNDER
Boris Barna is an industry-recognised, accomplished Financial Planner with more than 29 years’ experience in helping clients and their families secure a sound financial future with core competencies in strategic financial planning and business development.
With his dedication to providing quality financial advice to individuals and companies, he has received various awards in Australia, UK, and Middle East and for his technical knowledge and customer service approach, some of these include:
- Nominated for the 2010 Victoria Student of the Year on completion of the Advanced Diploma in Financial Planning by the Australian Financial Association.
- British Excellence Award Winner (2006) for promoting British financial services in Kuwait. The award was presented by His Royal Highness the Duke of York at the British Embassy in Kuwait on the 4th March 2007.
QUALIFICATIONS & CERTIFICATES:
Australia
- Successfully passed the FASEA industry exam, a detailed 3-hour exam that all Financial Advisers must pass in order to offer Financial Planning Advice to retail clients.
- SMSF Specialist Adviser – SMSF Association. The exam is recognised industry wide as a comprehensive and challenging test of an individual’s ability as an SMSF advisor.
- Advanced Diploma of Financial Services
- Diploma of Financial Services
- Diploma in Finance & Mortgage Broking Management
- Tax for Financial Advising & Commercial LAW
- Ethics & Professionalism in Financial Advice – Applied and Professional Ethics
- Accredited Listed Product Adviser (ASX ALPA) Program
- Business Succession Planning
United Kingdom
- Master of Business Administration (MBA), Finance & Accounting – University of Liverpool, England
- Full UK Financial Planning Certificate – Chartered Institute of Insurance
How We Do It
We accomplish our client’s financial goals through following six careful steps by utilising both technical and soft skills in an organised manner which requires strong work ethic and to put our client’s interest first
Take the first step on your financial journey.
LATEST NEWS
View the latest news from Equity & Law WEALTH
CLIENT RESOURCES
Use our free online tools to create budgets, manage your finances and transfer files through to us
USEFUL LINKS
We’ve compiled a broad range of useful links for your use. These include tax resources, finance, media, Australian government assistance, business and accounting software.
VIDEOS & ADS
Watch our educational financial planning videos, and check out our TV ad spots!
GENERAL CALCULATORS
Powered by ASIC’s MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals.
INTERACTIVE TOOLS
Financial Planning & Estate Planning Interactive Tools and Online Questionnaires
USEFUL LINKS
We’ve compiled a broad range of useful links for your use. These include tax resources, finance, media, Australian government assistance, business and accounting software.
VIDEOS & ADS
Watch our educational financial planning videos, and check out our TV ad spots!
GENERAL CALCULATORS
Powered by ASIC’s MoneySmart, these FREE calculators can help give you direction and motivate you to achieve your financial goals.
EBOOK DOWNLOADS
Contact Us
Let our experts strengthen your financial future
Equity & Law WEALTH welcomes your enquiry. To book an appointment or simply ask us a question, fill in your details and we’ll be in touch soon!