Financial Planning Geraldton

Financial Planning Geraldton – Financial planning is about developing strategies to help you manage your financial affairs and meet your life goals – and the first step is to make sure you have access to the right advice.


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Why this Guide is important to you – This Guide explains the financial planning and credit services we provide, as well as giving you important information that will help you decide if you want to use any of these services.

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Personal Superannuation

Super is one of the most tax-effective ways to save for your retirement. The concessions that super provide means that you can potentially have more money working for you generating higher after-tax returns, than similar investments held directly.

Corporate Superannuation

Helping your employees prepare for their financial future is vital and superannuation is one of the key benefits you as an employer can offer your employees.

Corporate superannuation can also provide other employee benefits such as insurance cover (often with automatic acceptance) as well as member services and education.

Common questions to consider:

  •  What is the most appropriate superannuation solution for my employees?
  •  Is insurance cover provided automatically as part of the plan?
  • Can I maintain my company’s identity while still outsourcing superannuation arrangements?
  • What is a policy committee and do I need one?
  • What is Choice of Fund and how will it affect my employees?
  • Can I pay super contributions electronically and is a clearing house facility important?

How we can help

We can:

  • Review your current superannuation arrangements.
  •  Help you establish a corporate superannuation plan that best suits your circumstances.
  • Assist with setting up a policy committee and provide ongoing involvement and support.
  • Provide advice around insurance arrangements.
  • Help you understand and meet your compliance obligations.
  • Provide financial planning services to your employees as members of your corporate super plan.
  • Provide member education and communications.

What to do next:

To make the most of your superannuation arrangements for both you and your employees, contact us today.

Advice and information on this page is intended as a guide for you to consider when thinking about your financial situation. It does not take account of your personal circumstances.

Therefore, consider it together with your overall circumstances before making a decision about your financial future. Alternatively, come in and speak with us about how we can help.

Personal Insurance

Personal Insurance can help provide for you and your family if you could no longer earn an income. Comprehensive personal coverage includes life cover, cover for either temporary or permanent disablement and against critical illness.

Key Person Insurance

Also called Key Man Insurance, this is a type of Corporate-owned life insurance which insures an employer against the death or incapacitation of a central employee, usually an executive or partner. It is used by both large companies and small partnerships alike.

Retirement Planning

As retirement looms it’s important to ramp up your planning – financial and otherwise. We help with some of the key things you should do at different stages on your road to retirement.

Wealth Creation

The value of investments (and hence their ability to provide a return to you) may be influenced by a number of factors. The skill is to determine which investments offer the best potential for the highest return in the time available before you need the money, and to determine the level of risk you’re willing to take. This takes knowledge, experience, confidence and discipline.

Estate Planning

Protection of your assets and ensuring that they get to the right hands quickly are the primary considerations of Estate Planning.


Sorting out our finances is something we all need to do at some stage. You don’t need a large inheritance or an intricate knowledge of financial markets. Whether you’re just starting out or you’re trying to get ahead, you just need to know how to make the most of the money you’ve got and exercise a little discipline.


Let us help you secure your financial future with an Obligation Free Initial Consultation.

Contact us today.

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This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.