Our services.
Superannuation
At Advice Partners, we help you recognise which super fund is most suitable for you. Whether you want more options, greater control, advice on personal contribution levels, have a focus on performance, SMSF or better pricing, we can personalise a solution for you. Super is a reliable approach to build wealth for retirement.
Retirement Planning
The transition from working life to retirement is daunting. We work with you to help optimise your financial position so that you have the finest opportunity of living the retirement life that you want. We offer a personalised investment retirement portfolio designed to meet your objectives. This includes advice relating to account-based pensions, transition to retirement lump sum or income streams and Centrelink entitlements.
Investments
We provide personal investment advice, tailoring a strategy and managing your portfolio so they align with your financial goals. Let us secure your financial future with investments to suit your needs.
Estate Planning
Your estate planning should be consistent with how you would like your money to flow and the suitability of payments to your beneficiaries upon your passing. We will talk with you about wills, enduring powers of attorney, medical authority, testamentary trusts and binding nominations. So you are confident that your assets are distributed to the right people at the right time.
Personal Insurance
Through life’s ups and downs it makes sense to have a Plan B, and that’s where personal insurance can provide protection for you and your family. We can provide advice on life insurance, TPD, trauma insurance and income protection. We look at the levels of cover required, super vs non-super, the policy provider, and tax deductibility. If you are a business owner we can also look after your Business Protection needs.
Debt Management
Managing debt is much more than the interest you pay. We specialise in the structuring of finance to cater for your cash flow and taxation planning needs. Whether that requires debt consolidation, availing of interest, tax deductibility, or cost effectiveness.