Quality Advice for a financially secure retirement
OUR SPECIALIST SKILLS
HNW Planning will develop strategies to assist in meeting financial and lifestyle goals through:
Retirement Planning & Strategies
- Investment of superannuation
- Recontribution & other 'tax control' strategies
- Self Funded Income Streams
- Consolidation & transfers
- Pension & allowances planning
- Retirement savings products
- Redundancy planning
- Capital gains - small business concessions
- Super splitting
- Transition to Retirement
- Business succession planning
Estate Planning
- Integrating Self Managed Superannuation Funds
- Asset protection
- Personal risk management & insurance
- Tax effective transfer of assets
Self Managed Superannuation
- Self Managed Superannuation Fund administration
- Estate planning issues
- Appropriate investment advice
- Pension calculations & other statutory requirements
Personal Insurances
- Life insurance
- Total and Permanent Disability insurance
- Trauma insurance
- Income Protection insurance
- Business Expenses insurance
Debt Management
- Residential, investment and commercial loans
- Isolation of terms and conditions that complement Financial Planning and Accounting Strategies
Ethical Investment
- Appropriate adviser training & support
- Exclusion of targeted industries or companies
- Inclusion & support of specific industries.
Investment Advice & Strategies
- Managed funds
- Separately Managed Accounts
- Managed Discretionary Accounts
- Investment property strategies
- Direct shares, instalment & endowment warrants
- Master trust & wrap investments
- Virtual wrap technologies
- Margin lending strategies
- Protected equity strategies
- Mortgage reduction & wealth creation
- Regular savings & investment
- Capital protected structures
High Net Worth Specialisation
- Small business owners or partners
- Business & personal life cycle balance
- High income individuals
- High Net Worth family groups
Corporate Advice
- Executive superannuation
- Staff superannuation
- Key Person insurance
- Co-operative buying power for member benefits
Industry Specialisation
- Pharmacy & Dental
- Experience with industry practitioners
- Consideration of industry issues
