In addition to our own services, our network of like-minded professionals gives you access to a huge reservoir of technical expertise and practical experience in a wide range of areas. These include investments, risk insurance, superannuation (including self-managed superannuation), estate planning and other legal matters, retirement and aged care planning, business advice and inter-generational financial planning.
With over 20 years experience as a financial planner, Martina has a wealth of experience in the financial services industry. Over those years she has worked with numerous clients varying from young families to high net worth individuals. Her specialty and passion is working with the over 50's, helping them to achieve financial independence so they can live the life they desire and deserve.
With over 20 years experience as a financial planner, Martina has a wealth of experience in the financial services industry. Over those years she has worked with numerous clients varying from young families to high net worth individuals. Her specialty and passion is working with the over 50's, helping them to achieve financial independence so they can live the life they desire and deserve.
Services
Through our referral network, we can provide a full range of accounting and taxation services for entities such as companies, trusts and Self Managed Super Funds. We can ensure your accounting and taxation services are managed seamlessly and in the most cost and tax effective way possible.
All work is completed by highly qualified accountants and registered tax agents, giving you absolute confidence that your financial affairs are in the right hands.
All work is completed by highly qualified accountants and registered tax agents, giving you absolute confidence that your financial affairs are in the right hands.
Getting your planning right can make a real difference when it comes to qualifying for or maximising your Centrelink benefits. Our knowledge and experience will assist you to maximise your Centrelink entitlements without needlessly compromising your longer term wealth development and enhancement strategies.
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just as simple as preparing a will - although a will is a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
Debt management is a key part of your financial plan. It is one of the first things we look at for all of our clients. After all, you can't get financial security without the effective management of your debts. Debts can range from large debts such as mortgages or investment loans, to smaller personal debt like car finance loans and credit cards.
Managing your finances can get complex, especially once you take into consideration ever-changing tax and superannuation legislation. We take care of the complexity and provide a comprehensive financial planning service that brings together all elements of your financial profile, always tailored to your specific financial goals and circumstances.
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