Newleaf 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
We 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.
You 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.
As 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.
With 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.
Self 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.
We 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.