What We Do

Wealth Creation

Financial independence is creating wealth through investment assets, building enough cashflow to support your lifestyle without being dependent on employment or Government support.

We work with you to achieve financial independence, so you can do all the things you never have time for. We get to know your current financial situation, identify what you would like advice on, set short and long term goals then tailor a plan to suit. 

Finance & Debt Management

One important part to building wealth is to understand and manage your finances and debts.

We provide lending services to assist you to obtain and review all home & investments loans, commercial loans, SMSF lending, personal loans, vehicle and equipment & asset finance through our credit licenced company, Nexgen Lending.

Debt management is a KEY part of our discussions and your financial plan. It is closely linked to your cashflow and when managed correctly, increases your surplus income.

Credit Representative Number (492402) is authorised under Connective Credit Services Pty Ltd (ABN 51 143 651 496) Australian Credit Licence 389328.

Wealth Protection

The best time to make decisions about keeping your financial future secure is right now, when you’re young, fit and healthy but especially if you have a family.

We offer a comprehensive review of your Life, TPD, Trauma and Income Protection insurance needs to make sure you're covered for unexpected circmstances.

Cash Flow Management

Cash flow is one of the most critical areas that everyone needs to address and review. We analyse what income and expenses you currently have, and identify ways to increase disposable income and what best to do with the surplus that you have. We subsequently look at your goals and work out strategies so that they may be fulfilled. 

Retirement Planning

People often don’t start thinking about retirement until they are about to stop work or have the decision forced on them. And that’s a wasted opportunity.

Like any new chapter in your life, preparation can go a long way in ensuring you’re emotionally and financially ready for the road ahead. 

With a little planning, we can help make a big difference to your retirement outcome.

Estate Planning & Wealth Transfer

You work hard to build up your assets, therefore it’s important to have a considered and comprehensive estate plan to ensure all assets are transferred according to your wishes in the most effective and efficient manner.  

We help you by developing and implementing a succession plan to make sure that your estate is protected. Maybe you just want a simple Will, or your current Will reviewed?