Our Services

We provide advice on many different and integrated aspects to ensure that all your financial planning needs have been met. Our first appointment is used to reach an understanding of your financial situation and establish what planning needs you may have and is completely obligation-free. Once we have established your advice needs and when it is required , we will discuss the fee structure with you and gain your agreement before proceeding to advise.

Our areas of specialty include:

  • Cashflow and Budgeting

    Helping you understand and take control of your finances and stay on track throughout your life.

  • Superannuation

    Super is a complex area with many rules - we will help you make the most of the tax benefits contributing to superannuation can provide.

  • Defined Benefit Superannuation Funds

    Our team have worked in this specialist area for 14 years and have an expert understanding which will allow us to guide you in the best direction for your individual needs.

  • Retirement Income Streams

    Helping you understand the enormous benefits from both taxation and flexibility that these can provide in retirement.

  • Investments and Risk

    Ensuring the investments we help you choose meet your needs as an individual, considering both return and volatility of different investments.

  • Estate Planning

    Ensuring you understand your own estate planning needs when to seek professional legal advice, so you and your family are protected.

  • Centrelink

    We will help you maximise any entitlements such as aged pension.

  • Aged Care

    This is a complex area and your whole financial situation must be understood to ensure you can meet the needs of current or future aged care.

Get in touch and put your financial future on a BrightPath.