OUR SERVICES

OUR MISSION IS TO MAKE QUALITY, HOLISTIC WEALTH SERVICES AFFORDABLE AND AVAILABLE TO ALL AUSTRALIAN WHO ARE MOTIVATED TO MAKE POSITIVE FINANCIAL ADVANCES IN THEIR LIVES
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Self Managed Super Funds

We believe that for some clients a lot can be gained by independently taking control of your superannuation benefits and planning for your later years in life through a Self-Managed Superannuation Fund (SMSF). In the first instance, we can help you determine if this is a suitable strategy and then to maximise and protect your financial wealth and freedom for your retirement.

For many people, forming and managing a SMSF can seem complicated, we work with a team of SMSF specialists who make the process simple, so you can get on with watching your superannuation grow.

Finance

With a wide range of investment loans we can facilitate the loan process from beginning to settlement.

We work with a team of qualified lending specialists who will not only look to find your best rate but will work with you to optimise the structure of your loan by taking into consideration your goals, cashflow, other debts and the ownership entity including Self Managed Superannuation Funds.

Financial Planning

Whether you’re just starting out in life or planning for retirement, financial planning can put you on the right track to achieving your goals.

We work with a team of qualified Financial Planners develop and integrate your financial and lifestyle goals into a single strategy that will create more freedom of choice. As a result, your tailored plan is designed to help you achieve financial success without compromising your lifestyle, so you can get on with enjoying all that life has to offer. Strategies including, but not limited to Wealth Management, Insurance Protection and Retirement Planning.

Tax Minimisation

You have the right to organise your finances in a way that minimises your tax. This is often referred to as tax planning or tax effective investing.

We have a team of accountants and tax specialists who create strategies around this for you, ensuring it aligns with your personal goals, wealth strategy and the law.

Property Acquisitions & Investments

Our Property Research and Acquisitions team have extensive experience across Australia-wide markets covering multiple market cycles and a diversified mix of property strategies.

Our Founder, Andrew Dear, has been in charge of Investment Acquisition with some of the largest financial institutions in the country.

Once an SMSF has been established, Andrew, operating under his license with the Property and Motor Dealers Act –  A requirement for placing property within an Self Managed Super fund – will use his 30+ years experience to ensure that the property chosen will be tailored to each and every unique client and their personal requirements for their SMSF.

Inside Super’s 10 Point requirement plan will be applied to each and every acquisition, and once the analysis is completed you will be empowered to make the right decision each and every time. A well informed, pro active client, working along the best professionals in this space has proven to get the best results for our clients and their Self Managed Super Fund.

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