Become an Employer of Choice
It is important to be seen to take care of your employees’ financial future. Attracting and retaining quality staff is important to the success of your business. We can design, implement and manage the right employee benefits program to suit your business and combined with an effective communication strategy, promote you as an Employer of Choice.
Being an Employer of Choice means that your most talented staff stay with you throughout their career because you offer an attractive employee benefits program.
We turn your super obligation into a genuine employee benefit, with time saving and cost reducing benefits to the employer.
Group Fund Benefits
We are able to use the scale of your business to provide insurance products to your employees, which would normally cost significantly more if purchased individually.
By having a group company Superannuation fund, your employees benefit from group discount rates on fees and insurances. This means members pay a lot less than you would pay in a personal or individual plan.
Individually tailored holistic advice
The Personal Advice Team looks after clients by providing advice around financial well-being. From wealth creation, preservation and through to transfer, the team can provide strategic advice and implement the best solution without being tied to any one provider.
We provide specialist advice in the areas of tax effective investment planning, wealth accumulation strategies, superannuation (including Self-Managed Superannuation Funds), retirement planning and risk management strategies. We also specialise in asset protection and estate planning.
It is our role to ensure the optimal structure is established for you. We can help you plan for your goals and lifestyle milestones, manage your investments and review your progress.