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Lifestyle on your terms

Successful financial planning is about making many different elements blend with each other to ensure harmony in achieving your objectives.

Find Your Financial Tune

Life is for living, both now and in the future. We help you take control of both your current and future financial situations by creating and implementing a plan to manage, grow and protect your wealth.

Our process begins with understanding who you are, what life means to you and where you want to be in the future. Once we have clarity on your aspirations, we develop a plan to live for the now, while also defining how much capital you need for the future and how this will be accumulated. This plan focuses on specific, defined and measurable outcomes for you. We then regularly monitor your progress and make the necessary adjustments to ensure your objectives are realised.

The reward for the effort of working and planning is the ability to fund your desired lifestyle at all points on your journey. This empowers you to live your life on your terms and design the lifestyle you want.

 

The Counterpoint Meaning

Originating as a musical term, counterpoint refers to the technique of combining two or more melodic lines in such a way that they establish a harmonic relationship while retaining their linear individuality or when two or more tunes that are played together to sound like one tune.

In a general sense, a counterpoint is something that produces a different effect from something else, especially in an interesting or attractive way.

Successful financial planning is about making many different elements blend with each other to ensure the end result is achieving your objectives. These main elements include:

  • making sure liabilities are kept under control while assets accumulate,
  • ensuring your expenses do not exceed your income for any extended period of time,
  • putting insurances in place to provide adequate protection for the events that may happen, and
  • balancing living your life against saving for the long term.

When advising you, our job is to balance these elements to make sure your financial tune sounds harmonious, as opposed to random notes played without consideration of the others.

Our Services

When preparing the advice we offer, we take into consideration your total wealth position and advise on how to best maximise your current situation and build on it to achieve your objectives. Our holistic advice can cover the following main areas:

Wealth Creation and Preservation

Investment Management

Superannuation and Self Managed Super Funds (SMSF)

Risk Minimisation and Protection

Estate and Succession Planning