knowing your worth

Meet Tony

Tony is a busy surgeon, who like many professionals are expert in their field, but appreciate guidance and advice in areas they are not as familiar with – finance being one of those. With a strong surplus cashflow he is already making maximum concessional super contributions, but wasn’t sure what to do with the remaining surplus.

We showed Tony a way to invest at a much lower tax rate than his own, while keeping access to these funds at any time. We want to help him keep more of what he earns, and have this money working harder for him. He knows that super is a tax effective savings vehicle, and now realises he can invest tax effectively outside of super also, with access to his money and asset protection benefits.

We helped Tony get really clear on his current financial position, helped him understand the options he has, and are helping to ensure he remains disciplined in the pursuit of his goals so he can live the life that he wants, both now and in the future.

The Case study is illustrative only and is not a reflection of your personal situation.