Client Login

 

CPA

FREE 45 minute
consultation

 

(web offer only)

 

Personal Superannuation & Insurance

Our service is accredited to advice and provide implementation services in all areas relating to superannuation.  We do not push specific services or products.  We are able to ensure that our advice is appropriate to your circumstances because we are experienced and able to advise and implement and manage the full range of superannuation tools, including:

  • Self Managed Superannuation (Accounting, Audit, Compliance Administration, Investment Advice, Asset Administration)
  • Personal Superannuation (direct, master trust, mini – wrap)
  • Group / employer superannuation

We are accredited to advise and provide establishment and ongoing services in relation to all types of personal insurance, via superannuation or stand alone, including:

  • Income Protection Cover
  • Life Cover
  • Permanent Disablement Cover
  • Trauma or recovery Cover