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Contact Us


22 The Mainsail

Port Macquarie 

NSW  2444  


Phone: 1300 201 087   


Mobile: 0437 863 422   


Our Services


The Services that we offer are tailored to suit the individual needs of our clients. These may include:


Entity Structure


Most people assume that they can only invest in their own name or with Superannuation, we believe that this is only the starting point.

We consider a range of options for you and assist to determine the best structures for your individual circumstances. These may include:

  • Personal name/s
  • Superannuation (including SMSF)
  • Pension
  • Unit Trusts
  • Discretionary Trusts
  • Pty Ltd Companies
  • Testamentary Trusts


Wealth Creation


Wealth creation strategies can assist you achieve your short to medium term goals such as purchasing a house, paying down your debts or funding your children’s education expenses.


Types of wealth creation strategies include:

  • Investment Bonds
  • Savings Strategies
  • Debt Recycling
  • Tax Effective Investing

Superannuation & Retirement Planning


Superannuation is not an investment, it is a tax structure.


The above statement is probably one of the most misunderstood aspects of investing. Most people think that “Superannuation” determines the return they receive on their retirement savings. In fact, Superannuation is simply a concessionally taxed structure that allows you to save for your retirement.


In exchange for you agreeing that the money placed in Superannuation will be used to fund your retirement the Government agrees to tax your investment earnings at a maximum of 15%.


Whilst tax plays an outcome in the return you receive, the investment choices you make will be the primary factor in determining the outcome you receive. Within Superannuation you can invest into almost all the investments you can make outside Superannuation.


Wealth Protection


We all like to think that everything will be alright, but the truth is that things go wrong. This is why we have car & house insurance. We hope we never have to claim on them but realise that if we didn’t have them the consequences could be financially devastating.


The above seems almost like something that is simply accepted without question. We understand why we are doing it and whilst not necessarily happy to pay the premiums we understand the need to do so.


Then why is it that so many people don’t seem able to understand that their income is more valuable than their house and therefore it is more important that this is protected in the events of accident, illness or death?


We believe that no one can be an expert in all areas, and insurances are not one of the areas we specialise in. Therefore, we work with an insurance specialist to help our clients develop a unique insurance solution to protect them and their family.


The types of insurance this solution may include:

  • Life Insurance
  • Total and Permanent Disability (TPD)
  • Trauma/Critical Illness
  • Income Protection
  • Child Cover
  • Key Person Cover
  • Business Expenses Cover

Estate Planning


Estate planning is far more than simply preparing a Will.


We help our clients understand all aspects of their Estate planning requirements and then work with professionals to implement the right strategy.


Estate Planning services include:

  • Wills
  • Power of Attorney's
  • Medical Guardianships
  • Testamentary Trusts
  • Ownership of Life insurance
  • Binding nominations within Superannuation
  • Reversionary beneficiaries
  • Charitable Trusts