Create Financial Freedom
Your Journey begins here
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Oliver is here to help you
Oliver Carrington is our Principal Financial Adviser. He is a Family Man, is passionate about helping his clients achieve their financial and lifestyle goals and has over Ten Years Experience in Financial Services.
We provide you with a fully comprehensive financial plan
With two generations of financial planning experience we can provide you with a strategic financial plan to assist with your immediate and long term financial goals.
Our model is structured to give you access to a range of Professional Specialists through a Single Relationship Manager.
We can help you with your...
Your Investments
Wanting to get the most out of your money with a tailored investment portfolio?
With access to some of the best local and global investment managers we can construct an investment solution to meet your requirements.
Your Superannuation
Superannuation is a long-term investment structure deemed necessary by the Australian Government. This is to help ensure you will have enough money to live on when you retire. If you fail to plan, your plan to fail so we help you get on top of this to give you the best outcomes possible when you are ready to stop working.
Your Debts
When there are so many options out there to make money, one option people forget is to simply pay down debt! We have great strategies and techniques to help you do this.
Your Savings
Human nature suggests a lot of us spend what we have access to which is why we help put in place structures to ensure you have the right amount of money to live on whilst being able to save some of it for your future.
Track Your Financial Movements
We can provide you with your very own personalised Wealth Phone App where you can easily take control over your Finances and help you understand exactly where you are at.
Your Estate Planning
It is great to have a choice about the legacy you leave, and a quality Estate Plan will give you peace of mind this will be taken care of.
Your Life Insurance
It’s a difficult conversation to have but talking about life insurance now while you’re healthy is a responsible step that could make things much easier for you and your family in the future. Life Cover can pay a lump sum benefit to your loved ones (beneficiaries) if you die or are diagnosed with a terminal illness that reduces your life expectancy to less than 12 months.
Can be paid for using your superannuation.
Your Total & Permanent Disablement (TPD)
TPD Insurance covers you in the event of an illness or accident that leaves you totally and permanently disabled and are unable to work. TPD is generally paid to you as a lump sum, enabling you to use the funds to cover debts, medical costs or modifications to your home that are necessary due to your disability. Can be paid for using your superannuation.
Your Income Protection Insurance
If you are unable to work due to illness or injury, Income Protection Insurance provides a monthly benefit that can be used to cover your regular living expenses and other costs until you’re back on your feet. Can be paid for using your superannuation.
Your Trauma Insurance
A serious medical illness may have significant financial impacts upon you and your family. Similar to Life and TPD Cover, it is paid as a lump sum and covers medical conditions such as heart attack, stroke, cancer, multiple sclerosis and many more.
The lump sum can be put towards things like reducing your debt and covering medical costs.Can NOT be paid for using your superannuation.
Your Health Insurance
Private health insurance helps cover the cost of your health care. When you require health treatment such as a dental visit or perhaps a chiropractor, you can claim a sum of money (known as a benefit) from your health fund. This benefit amount will help cover the cost of your treatment. You may still need to continue to the cost depending on the cover and treatment. There are two types of private health insurance: hospital insurance and extras insurance.
Your Home / Car / Contents Cover
We all should know the importance of having home, car and contents cover. We can refer you to a general insurance company to help quote you on any of these types of products.
Why you should work with us
Experienced and qualified Financial Adviser
Your personalised financial mobile phone app
Experienced and qualified Financial Adviser
You will be working with a team of experienced and qualified Advisers who are licensed with ASIC.
Your Financial Advice operates with two key rules at the forefront of everything they do
1) Know the client "you"
2) Operate in the your best interest
Not owned by a large institution
Your personalised financial mobile phone app
Experienced and qualified Financial Adviser
Your Financial Advice is not owned by a large institution like a Bank, Fund Manager or Insurance company.
This allows us to
work for you without having any conflicted agenda.
Your personalised financial mobile phone app
Your personalised financial mobile phone app
Your personalised financial mobile phone app
We can provide you with a mobile phone App that allows you to see how your plan is progressing, this includes valuations in real time 24/7 of your bank, Superannuation, Share portfolio plus things like your property, mortgage and insurances.
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