Create a roadmap to achieve your financial goals, no matter where you are today.
Whether you need general ad-hoc advice, or would like a financial plan that considers your complete financial situation, we can help.
Our team of experts can help you with financial planning advice, superannuation advice, aged care planning, retirement planning advice, estate planning advice and accessing benefits.
We begin with a conversation about you, your family, goals and lifestyle at a non-obligation consultation. From there we apply our experience and expertise to develop strategies that are consistent with your situation, objectives and risk profile, and meet your short, medium and long term goals.
Our advice is clear, straightforward and transparent — ensuring that you are always well informed and on track, even if your financial situation or personal circumstances change.
KEY BENEFITS
Strength & experience
Our technical financial advisers have access to the latest tools, resources and expertise, and adhere to the highest professional and ethical industry standards.
Transparency
Our advice process is designed to be clear, straightforward and transparent. We will outline and explain each step of the process to keep you well informed and highlight any charges you may incur at an early stage.
Holistic approach
Our technical financial advisers work alongside your Bell Potter adviser, accountant and lawyer to provide comprehensive advice, and review your strategy if your situation changes.
Personalisation
We can help you create an investment strategy that is uniquely yours – the result is a plan which is truly customised, comprehensive and yet flexible.
Trusting relationship
Our team builds long term, trusting relationships centred on the delivery of quality advice and open communication to help you achieve your financial goals through every stage of life.
SERVICE OFFERING
Our team of experts provide advice on a range of financial matters including:
Financial strategies
- Budgeting and saving for the future
- Developing an asset allocation strategy
- Reducing and managing debt
Superannuation
- Reviewing your super arrangements
- Rolling over or consolidating your super
- Growing your super
- Establishing or growing your self-managed super fund (SMSF)
- Transitioning to retirement (TTR) strategy
- Salary sacrifice strategies
Retirement planning
- Transitioning from work to retirement
- Accessing allocated or account based pensions
- Reviewing your super arrangements
- Maximising the benefits of your superannuation concessions
- Debt reduction strategies
Estate planning
- Understanding and preparing your will
- Appointing your Power of Attorney
- Nominating beneficiaries for your superannuation
- Maximising tax allowances and exemptions
Aged care planning
- Exploring available living options, including location, amenities and health care needs
- Understanding the costs
- Structuring your finances
- Ensure your will and power of attorney are organised
Accessing benefits
- Maximising your social security benefits through Centrelink and the Department of Veteran’s Affairs
IDEAS
In this newsletter we'll explore the SMSF member limit increase from four to six.
In this newsletter we'll explore the Total Superannuation Balance, its intricacies and the implications of a proposed additional 15% tax on superannuation earnings when a member’s TSB exceeds $3 million.
In this newsletter we'll explore the transfer balance cap and understanding its nuances for effective retirement planning.