The Astute Method V2
It’s all about me…
My goals, my ambitions, my wants, and my needs
Maximise the present, secure the future,
Our advisory team provides strategic advice in the areas of investment structures, self managed super, estate planning, risk management, tax planning and legislative changes. We work with you to reach your long-term financial goals, throughout changes to legislation and your own lifestyle needs.
Financial analysis
Undertaken to review different financial scenarios and financial modelling.
Risk management
Insurance and estate planning considerations to ensure your income and assets are properly protected now and in the future.
Superannuation
Contribution, rollover and pension advice.
Investments
Advice and recommendations in relation to existing investments.
Asset allocation
Creating tailored investment strategies designed to meet specific goals.
SMSF
The establishment of and advice to trustees for managing their affairs & obligations.
Tax
Income tax and capital gains tax considerations, negative gearing opportunities in consultation with your accountant or tax agent.
Financial advisers
Providing wholesale wealth management tools and investment solutions to financial planners and accountants.