Services specific for your SME clients

• Business & Commercial finance
• Access to ‘wholesale’ business finance deals for SME businesses at very attractive rates/terms
• capital raisings for larger scale corporate joint ventures
• SMSF portfolio review and management
• SME Estate planning

Services specific for your individual clients

• Financial Planning. Financial plans are prepared with due regard to the relationship between core accounting and non – accounting based services that would benefit clients.
• Personal/mortgage finance packages which includes sourcing competitive rates/terms and refinancing
• Property investment opportunities (property advocacy, off the plan finance)
• Individual risk reviews (includes insurance profiling/sourcing preferred policies)
• Superannuation portfolio review and management
• Estate planning