Separately Managed Account (SMA)

The one-on-one consultations are a great way for your employees to discuss their unique circumstances and get personalised information. These consultations are generally structured to include

– Assessing your personal financial situation

– Setting SMART goals

– Discussing potential strategies

– Develop a roadmap to achieve your financial goals

– Conducting personalised modelling

Our presentations take a holistic approach on wealth management ranging from the following subjects:

– How to increase your net income and reduce tax

– Tips on how to budget effectively and boost savings

– How to manage debt and reduce it faster.

– The importance of your Superannuation and how to grow it.

– Investing basics – How to supercharge your wealth building strategies.

– Insurance and how to make it affordable.

– Transfer of wealth and what you need to know about Estate planning.