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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 goals.

Find your financial tune

The reward for a lifetime of work and planning should be the ability to fund your desired lifestyle from your accumulated capital without the need to continue working. When you achieve financial independence, you are empowered with the flexibility and choice to design your future – lifestyle on your terms.

We help you take control of your financial future by creating and implementing a plan to manage, grow and protect your wealth. Our process begins with understanding who you are and where you want to be in the future. Once we have clarity on your aspirations, we develop a plan that defines how much capital is required and how this will be accumulated.

This plan focuses on specific, defined and measureable outcomes for you. With this in place, we then regularly monitor your progress and make the necessary adjustments to ensure your goals are realised.

Lifestyle on your terms – having enough money to fund the lifestyle you desire for the rest of your life without having to work full time.

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 all about making many different elements blend with each other to ensure the end result is achieving your goals. 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.

Counterpoint – something that produces a different effect from something else, especially in an interesting or attractive way.

Our services

When considering any advice we provide, we take into consideration your total wealth position and advise on how to best maximise your current situation and fill any gaps you may have. 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

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