Other Services

Our services can help to resolve many of your unanswered questions;

Centrelink

  • Are you or your child eligible for the Disability Support Pension?
  • Do you or your family member qualify for the Carer’s Payment or Carer’s Allowance?
  • Will changes to your asset or income position affect your entitlements?

We offer support with Centrelink calculations, applications, and ongoing management.

NDIS

  • Are you or your child eligible for financial assistance under the National Disability Support Scheme (NDIS)?
  • Would additional guidance and support help you better navigate the system?
  • Now you or your child have been accepted for NDIS funding should you get help with plan management?

We partner with NDIS professionals and other local service providers. We can connect you to the support you need.

Superannuation / Self Managed Superannuation

  • Fee review -does your Fund or employer policy have competitive fees?
  • Investment review– are your super investments appropriate and are they performing well?
  • Contribution analysis – should you be contributing more?

Insurance 

  • Insurance Needs Analysis – Do you and your family have enough insurance?
  • Comparative Cost Analysis – Are your insurance premiums too high?
  • Total Permanent Disablement, Income Protection and Trauma Cover – Are you eligible for an insurance claim?

Investment Management

We offer the following investment solutions;

  • Managed Funds
  • Direct Shares
  • Separately Managed Accounts
  • Ethical Investments