The Icon Boxes element allows to display a list of features arranged in content boxes with icons.

Besides the standalone usage, the Icon Boxes element can be also used in Carousel.

The template includes the popular icon fonts:

  1. Font Awesome— the complete set of 675 icons in vers. 4.7.0
  2. Ionicons— vers. 2.0.1

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Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

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Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

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Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

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Fixed interest & cash

Cash, short-term deposits and bonds.

Equities

Stocks and shares of ownership in a company.

Property

Investing in residential or commercial property.

Alternatives

Infrastructure (roads, airports etc.), private equity investments.

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1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

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Fixed interest & cash

Cash, short-term deposits and bonds.

Equities

Stocks and shares of ownership in a company.

Property

Investing in residential or commercial property.

Alternatives

Infrastructure (roads, airports etc.), private equity investments.

Education

How am I going to pay for my child's education?

Investments

How can I increase my income from investments?

Taxes

How do I manage taxes to keep more of what I earn?

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Education

How am I going to pay for my child's education?

Investments

How can I increase my income from investments?

Estate Planning

How am I going to successfully plan for the next generation?

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Invite others

Invite your team members and accounting professionals any time you like.

Financial performance reports

Create performance reports and budgets. No waiting until the end of the month.

iPhone & Android apps

Do invoicing, create expense claims, and track sales and income on the go.

Get closer to your cashflow

Quotes, invoicing and the dashboard all help for an up-to-date financial snapshot.

24/7 support included

Our friendly and knowledgeable experts are always here for you.

Regular updates included

Every 3-6 weeks we release innovative new updates based on customer ideas.

Invite others

Invite your team members and accounting professionals any time you like.

Financial performance reports

Create performance reports and budgets. No waiting until the end of the month.

iPhone & Android apps

Do invoicing, create expense claims, and track sales and income on the go.

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Well-Rounded Experience

Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of financial decisions they face every day.

Comprehensive Analysis

Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.

Objective Advice

As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations.

Personalized Service

We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well.

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get in touch

Simply phone or contact us via email.

initial meeting

Let's get know each other.

if you decide to proceed…

We start the planning process…

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1. Evaluate

Things change. Jobs, children, homes, even goals. A plan should evolve with you.

2. Plan

The best plan is the one that's tailored to your needs and accomplished with your priorities first.

3. Implement

Having a plan is a good start, but it must be implemented or it won't do any good!

4. Adjust

Monitor and adjust for ongoing changes to income, inflation, spending habits, and other topics.

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Regular Savings

Little can be achieved financially, without establishing a regular, disciplined savings pattern. We will help you find the disposable income you never knew you had, and put it to good use.

Investment

True wealth is built from wise investment. We customise each investment portfolio to suit your personal circumstances, risk tolerance and time frame.

Clearing Debt

Not all debt is your enemy, but having a clear strategy to manage and eliminate debt over time is essential.

Building Super

Superannuation remains the core retirement nest egg for most Australians. We'll help you make the most of the opportunities and tax benefits.

Minimise Tax

Understanding income tax, capital gains tax, and the various taxation concessions available is key to keeping more of your hard earned dollars.

Regular Review

One thing in life is certain change. By regularly reviewing your finances we will help you to keep all your ducks in a row.

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Savings

bank savings accounts

Certificates of Deposit

time deposits

Money Market

investment funds

Treasury Bills

debt-based instruments

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Life Insurance

Life Insurance pays a lump sum to your dependents if you die. It is designed to provide you with the reassurance that your loved ones will be looked after financially if you're no longer there to provide.

Total & Permanent Disability Insurance

TPD cover is a form of insurance that will provide you with a one-off payment in the event that you become totally and permanently disabled from a serious illness or injury that leaves you unlikely to ever return to work at your normal capacity ever again.

Income Protection

Income protection cover will ensure you can still manage financially if you were put out of work for a period of time by replacing up to 75% of your income until you can start working again, until you retire, die or the end of your policy term — whichever is sooner.

Critical Illness (Trauma) Cover

Critical illness cover also known as trauma insurance will pay out a lump sum if you get one of the specific medical conditions or injuries listed within the policy. Examples of critical illnesses that might be covered include heart attack, stroke, certain types and stages of cancer and a range of other conditions.

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Asset Location Strategy
Ordinary Income
Capital Gains and Qualified Dividends
Tax-Exempt Income

No matter what stage of your financial life your are in, we can help you make the most of what you have!