Our team can help you across many areas of your financial life, from your financial investments through to Estate Planning, Self Managed Superannuation Funds, Aged Care and more. We will work with you to set, build and attain your goals.

Equity investing

Building a portfolio of investments is the first step in setting the scene for your financial journey, whether this is to meet your retirement income needs or to build wealth for a specific project. Of course, the entity to be used for your investments will depend on your personal objectives and tax planning.

Balancing your exposure to cash, fixed income, equities and property, is firstly about investing for peace of mind, then about diversifying in both income earning assets and capital growth assets.

We tailor our portfolios for individual client needs, with clients having the option to access equities directly on the ASX, through Managed Funds or via Exchange Traded Funds, sometimes all three options are utilised in a portfolio.

Importantly, you participate in the construction of your own portfolio and learn more about investing in the process. We continue to coach you about investments each time we conduct a review of your portfolio.

Portfolio Reviews

An important step in our ongoing service to you is the review of your portfolio of assets; how these are performing and whether they need to be re-aligned to meet your changing financial needs. Portfolios are viewed at least annually; however, we will be contacting you regularly should there be any specific opportunities or challenges in the market that may affect your holdings and of course you are able to contact your adviser with any questions or concerns you may have.

Estate Planning

How you wish to pass wealth on to your family is an important part of your financial journey. We provide a review of your current estate planning provisions to ensure that your wishes are fully reflected in your Will.

Understanding what assets will pass into your estate is an essential step in planning for your family’s future, therefore knowing what assets will pass directly to beneficiaries outside of your estate is an important component of our overall advice process.

Eleanor Dartnall is an accredited trust and estate practitioner, with many years’ experience in trust and estate work.  We can bring this experience to a review of your current situation and how best to position your wealth to meet your own needs and those of your lineal family.


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Aged Care

Moving from the family home into care can be a very difficult decision to make, and sometimes it is a decision that is forced upon you. We can help you and your family navigate the often confusing and confronting landscape that is aged care. We work with you to determine the best outcomes for you, in terms not only of your financial situation but also of what will work best for you and your family. For example, selling the family home to pay a Refundable Accommodation Deposit may not be your only option.

Catriona Sgouros is an Accredited Aged Care ProfessionalTM