We offer complete self-managed super fund (SMSF) services, covering investment, administration, and compliance. With regular portfolio reviews and our expert support, you maintain control over your investments!
Specialising in income investing for those nearing retirement, focusing on steady cash flow through commercial properties and high-yield assets. We prioritise transparency and control with unlisted investments, managing liquidity risks while aiming for superior risk-adjusted returns.
Our business has grown over the years thanks to our loyal client base, many of whom have trusted us for over 30 years.
With decades of experience, we are committed to helping individuals and families achieve their financial goals, providing expert guidance every step of the way.
12 Camp Street
Ballarat, VIC, 3350
141 Camberwell Rd,
Hawthorn East, Vic, 3123
By appointment only
70 Vincent Street,
Ararat, VIC, 3377
By appointment only
— Theodore Roosevelt
— Aaron, Ballarat
— Client name, Location
— Client name, Location
View your portfolio/superfund using the following link:
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