arrowOUR ADVICE SERVICES

Specifically, our advice services for you include Life planning, Investment management, Investment administration and Risk insurance.

  • Uses various techniques to identify what is important to the client and using their financial assets and income to achieve these goals.
  • Life Planning is a holistic approach, utilising a different approach to financial planning.
  • Refer to the Kinder Institute for detailed information on this approach to Financial Planning.

  • Asset allocation for generating required income and growth
  • Selecting and recommending appropriate individual investments
  • Constant monitoring of the investments
  • Research analysis of both investments and the market
  • Changing investments, if appropriate
  • Access to market floats and opportunities
  • Advice on Share Purchase Plans, Rights Issues, Take Overs etc
  • Monitoring cashflow to maximise the income profile of the portfolio
  • Access to online reporting, including cashbook, investment values and returns

  • Mail box for client correspondence
  • Statements of advice & records of advice
  • Pension payments & lump sum payments
  • 3rd party payments such as the ATO (PAYG)
  • Recording dividends
  • Banking of cheques from investments & the ATO
  • Answering 3rd party queries & correspondence (Accountants & Share Registries)
  • Providing all necessary paperwork for tax returns, compliance etc
  • Maintaining asset registers & cash books
  • Ensuring correct notations on deposits & withdrawals in cash books
  • Settling investment purchases & sales
  • Actioning corporate actions
  • Setting up SMSF’s & Family Trusts
  • Completing Super Fund accounts
  • Completing Pension minutes
  • Ensuring the on-line reporting systems are accurate

  • Complete risk needs analysis
  • Advice on Life Insurance, Trauma Insurance, Total and Permanent Disability & Income Protection
  • Ensuring correct policy type for clients based on the above
  • Ensuring that clients have the most up to date, relevant and cost effective policies available in the market place<
  • Annual reviews to ensure cover is appropriate and cost effective for the client
  • Recording all details of clients cover, renewal notices & administrative changes
  • Assistance with the claims process when required

  • Strategies for CSS Pensions and PSS Pensions
  • Strategies for DFRDB & MSBS Schemes
  • Strategies for wealth accumulation
  • Strategies for Self Managed Super Funds
  • Voluntary Redundancy
  • Involuntary Redundancy