Our Services

Every one of our clients is unique. Therefore, to achieve their individual goals, we draw upon a comprehensive field of resources and services. They comprise the critical aspects of a holistic financial plan and provide our clients with opportunities that they may not have previously considered. These services include:

Retirement Planning

Retirement planning is essential to have a comfortable retirement. We can deliver ways to accumulate retirement assets by selecting the appropriate products. We can also ensure that your retirement income is maximised by taking advantage of the concessions under taxation and social security laws.


Our advice can assist you in taking advantage of the various concessions available to superannuation investments and help you cut through the often confusing and complex superannuation legislation.

Small Business planning

We can help ease your burden of running a small business by advising you in areas such as superannuation and insurances. We work with your business advisers (such as accountants and lawyers) to ensure that all bases are covered.

Salary packaging

Salary packaging can be an effective way to reduce your overall tax bill. We can show you how to take advantage of salary packaging with a view to helping build your investments.

Retirement planning

While everyone’s goals are different, they all rely on short, medium and long term investment strategies to make them a reality. We can provide you with genuine opportunities to invest for real growth in net worth, through a range of carefully researched and selected savings and managed investment products.

Wealth creation

Hand in hand with our investment services, we can offer you opportunities for wealth creation. Using various strategies we can help build and maximise your wealth according to your needs.


Life insurance is essential for most of us, particularly for people with spouse and children. Our advice will not only assist you in determining the amount of insurance required, but also the most appropriate type and method. Additionally, by tailoring such products as Disability, Trauma and Income Protection insurances, we can plan so you and your dependants do not suffer financial hardship by ensuring that you continue to receive an income or a lump sum – in the event that you are incapacitated and unable to work. Our insurance advice can cover both personal and business requirements.

Retrenchment and Redundancy

It is important that financial advice is sought prior to receiving any retrenchment or redundancy benefits. We can assist you in dealing with the variety of payments that you will receive as well as helping you work through the taxation issues.

Social Security/Centrelink Considerations

Using our knowledge of the social security legislation, you can maximise any social security benefits that you may be entitled. There are various strategies available that can help boost your social security while making your existing investments last longer.

Business Succession Planning

Have you thought about how you will pass on your business to capable hands when you’re ready to retire? Working with your business advisers, we can prepare a proper business succession plan.

Other services

Other services provided by Investment@dvice solutions are outside our authorisation. Your details will be provided to a third party on a referral basis and only with your permission. These include/s:

Loan Referall Service

Enjoy a professional finance experience, save time, money and get it right the first time.

We compare many different finance options from major and non-bank lenders to help you achieve the best possible outcome.

Estate Planning

This covers the following

  • Wills
  • Power of Attorneys
  • Testamentary Trusts and
  • Other estate planning issues

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