Strategy Partners Services

We take a strategic look at your current situation and indentify opportunities to enhance your position as well as addressing any gaps that could prevent you from achieving your objectives.

We provide tailor made financial models to illustrate how recommended strategies and changes will assist you in achieving your objectives. These models also show the impact that personal and financial decisions that are made today have on your long term financial future.

• Review of your current situation and existing strategies;
• Development of strategies to deliver your desired wealth creation goals;
• Gearing advice;
• Risk management and diversification advice for existing and/or recommended strategies;
• Advice on asset allocation and the construction of long term diversified investments;
• Ongoing advice and research.

The succession planning process we take you through includes the following inter-related areas:

Estate Planning – i.e., those assets and liabilities that are dealt with by a person's Will;

Superannuation & Insurance Planning – which may or may not form part of a person's estate;

Main Residence & Joint Asset Planning – understanding the special issues in relation to these assets;

Entity Planning – how effective the control of trusts and companies will past to successors.

Well structured business succession planning helps to keep your business functioning and protects the value of your business assets in the case of unplanned events. Without it your business may fail, exposing you, your family and business associates to unnecessary financial risk.

• Advice on the tax benefits and other concessions available by investing funds within the superannuation environment;
• Evaluation and assessment of self managed superannuation funds and, if you already have one established, assistance with the types of investments within these funds;
• Transition to retirement strategy advice.

• We can provide advice on debt repayment, gearing, margin lending and debt recycling strategies.
• We can facilitate strategic debt advice and ongoing advice on existing debt arrangements via referral to a lending specialist.

• Assessment of your personal and business insurance requirements including term insurance, income protection, trauma cover, business expenses and key man insurance;
• Review of existing personal and business insurance arrangements;
• Identification of any areas of potential underinsurance.

• Advice on structuring your affairs in preparation for retirement;
• Advice on how to generate a regular tax effective and flexible income stream in retirement;
• Allocated Pension and other income stream advice.

We work with your accountant or tax specialist to ensure that the appropriate ownership structure for your assets and business assets is achieved.(e.g. your own name, spouse's name, joint names, superannuation, family trust, company, etc).