- Managed funds
- Direct shares
- Exchange traded funds
- Direct property strategies
- Tax effective investments
- Self-managed superannuation funds
- Instalment warrants.
- Debt consolidation
- Margin lending
- Debt recycling
- Accelerated mortgage reduction.
Personal risk management
- Buy, sell and keyperson insurance strategies for businesses
- Insurances including life, total permanent disability, trauma, and income protection insurance.
- Cash flow management and budgeting
- Estate planning
- Succession planning
- Redundancy counselling
- Tax minimisation
- Education funding
- Lifestyle planning
- Retirement planning (including allocated pensions, annuities, personal superannuation and rollovers)
- Aged care planning
- Personal injury or compensation payments
- Financial education.
- Asset protection structuring and advice
- High level tax management and minimization
- Complex familial and business advice
- Complex investment management and advice
- High level reporting and modelling
- Advanced and complex estate planning, succession planning, buy/sell and personal insurance
- Advanced self-managed super fund strategies.