Wealth Creation

Wealth CreationNewleaf Tailored Financial Solutions helps you with strategies and investment advice to ensure you meet your goals, whether it be education funds for your children or building a portfolio to give you the freedom to retire early. Our regular review program will ensure that we review your progress and keep you on track to achieve your specific goals.

  • Lifestyle analysis
  • Investments- managed funds, direct shares, investment trusts
  • Superannuation accumulation
  • Asset protection
  • Debt reduction
  • Estate planning
  • Investment structures in consultation with your accountant

Retirement Planning

Retirement PlanningWe create strategies to ensure you are on track to achieve your retirement goals, including access to Centrelink benefits and enhancing superannuation as a retirement savings vehicle. We will review your progress on an ongoing basis to help you achieve the lifestyle and financial freedom you deserve in your retirement.

  • Lifestyle analysis
  • Superannuation
  • Transition to Retirement
  • Pension
  • Centrelink benefits
  • Estate planning

Personal Protection

Personal ProtectionYou never know when an accident or illness will occur. It is important to ensure that you can maintain your standard of living when disaster strikes. We assist you with your Life, Total & Permanent Disability, Trauma and Income Protection needs through a variety of providers. The best plans can come unstuck if you have not protected your most valuable asset – yourself and your loved ones.

  • Lifestyle analysis
  • Extinguish debt
  • Provide funds to cover living costs
  • Provide funds to cover medical expenses
  • Replace lost income due to sickness or injury
  • Death/Total & Permanent Disability/Trauma/Income Protection products

Business Protection

Busiess ProtectionAs an owner of a business, you need to be sure that you can continue your business operations if your key person or business partner dies or becomes incapacitated. We can recommend insurance solutions as a funding mechanism to help you protect the business you have worked so hard to establish.

  • Business analysis
  • Business expenses cover
  • Keyperson cover to protect business revenue/debt
  • Buy/Sell for succession planning/replacement of capital
  • Death/Total & Permanent Disability/Trauma/Income Protection products

Aged Care

Aged CareWith an ageing population many of our clients are faced with the difficult task of placing a loved one into aged care. We provide you with the financial advice to work your way through the complexity of aged care services, bonds and fees.

  • Knowledge on the aged care process
  • Strategies to reduce the daily income tested fee
  • Access Centrelink benefits
  • Estate planning

Self Managed Super Funds

Self Managed Super FundsSelf Managed Super Funds (SMSF)  are the fastest growing superannuation sector in Australia. We are able to assist you with advice on the establishment and ongoing management of your SMSF. This includes assisting you with establishment documentation, an investment strategy and advice on an investment portfolio. Our ongoing management assists you with reviewing your portfolio objectives, asset allocation and strategic advice to the members of the SMSF.  We give you confidence as Trustee to meet the ongoing demands of managing your own fund and retaining the Regulated Complying Super Fund status.

  • Suitability of SMSF
  • Process to establish
  • Facilitate set up
  • Investment strategy
  • Investments – managed funds, direct shares & ETF’s
  • Review asset allocation
  • Provide strategic advice to members

Corporate Super

Corporate SuperWe have a proven track record in assisting businesses with employer superannuation plans. We can provide simple solutions for an employer’s obligation to provide a default superannuation fund option and insurance benefits for their staff. This helps you as an employer to attract and retain staff by offering group insurance plans and provides a simple solution for meeting SGC payments.

  • Design insurance plan
  • Suitability of product to organisation
  • Member assistance