OUR SERVICES

Let’s make it easy for you

For almost 35 years we have built strong, long-lasting relationships that have enabled us to develop a successful reputation in helping clients achieve Financial Freedom.

Our team specializes in understanding your needs, dissecting them and helping you to accelerate the financial goals you have been thinking about.

We provide a personalised service for professionals and families seeking to create investment portfolios and accumulate wealth.

You will have access to your very own Private Client Advisory Team who take care of any queries and manage your ongoing affairs.

We provide a review service where considerable resources and tools are provided so the complex will always appear simple.

Want to maximize your investments – Let’s make it easy for you.

Let’s make it simple

• With the complex and ever-changing rules across Super and Tax, our team will ensure this process is not only managed but investments are maximised or addressed.
• Have access to over 420 Super and Investment product providers.
• We will recommend a combination of proven strategies from Superannuation, Investments, Growth and Income all tailored precisely to your personal circumstances.
• Within our Portfolio Construction and Management philosophy, we choose from a broad range of best in breed investments which include direct equities, managed funds, listed property trusts, exchange traded funds, cash and fixed interest.
• We will consider appropriate structures and entities such as trusts, partnerships, companies, self-managed super funds, and tax implications.

Managing your day to day finances to meet your financial goals with freedom can be a challenging task. Whether you are seeking to actively grow your wealth through investment strategies, or planning for retirement, we can help you effectively manage and accelerate debt reduction, your budget and cash flow.

Glen & our advisory team can assist you with the following advice and services:

• Management of expenses
• Reducing debt
• Wealth accumulation
• Providing for your family’s needs
• Tax minimization

In managing debt, we can also review current loans and offer alternatives through our mortgage advisory services and also review your tax position and structures.

Want Peace of Mind

How would you and your loved one’s cope financially if you were to die? What would happen if you lost your income due to an unforeseen accident or illness? Do you have anything in place?

Although the range of protection options may seem complex, we will make it easier for you and advise on the most suitable products based on your personal family and business needs. This will ensure you are protected against adverse financial and legal consequences.

As your wealth grows and personal circumstances change, your need for insurance cover may also change, so it’s important to review this regularly. We understand that life is often busy, but don’t leave matters until it is too late.

Want to maximize your benefits and income in retirement – don’t stress you have come to the right place.

For almost 35 years we have built a proud reputation providing specialized tailored strategies to clients that continue to enjoy financial freedom.

Our Retirement planning services includes advice on:

• Understanding you goals and actual income needs
• Reviewing your superannuation fund and adopting strategies that have proven to work.
• Reviewing Government Allowances and Age Pension entitlements
• Minimize any current and future tax liabilities
• Properly structuring investments, strategies and structures to suit
• Help with the transfer of your wealth to future generations of your family

Are you considering options for yourself or someone very close to you?

We understand it can be difficult both financially and emotionally to make decisions about placing yourself or a relative into an aged care facility. Ensuring you make the right decisions will depend upon a multitude of factors.

Our specialist advisers will provide comprehensive assistance and advice on all the issues involved. This considers accommodating the move, associated costs, how will it be financed and the Centrelink and/or Pension impacts.

Estate Planning is the process whereby individuals or businesses organize their current financial condition to provide for future needs in life and after death. It includes written directions and documents that govern how you are cared for medically and financially or if you were unable to make your own decisions in the future.

• Wills
• Testamentary Trusts
• Discretionary Trusts

Self-managed super funds (SMSFs) are a way of saving for your retirement. The difference between the Super Funds we are accustomed to are that a SMSF is a sophisticated investment vehicle run by you – giving you greater control of the investment of your retirement savings.

Our goal is to understand your needs and simplify what can be a complex process. We want to ensure you save time and money while also having peace of mind. With access to over 40 lending partners and their latest offers, we will explore the best rates available to find the right mortgage for you.

As our lives have become more complicated, the need for a greater number of professional services has increased. As your financial partner, we ensure all aspects of your financial affairs are covered, either through our highly-skilled team at I THINK Financial Group or through a personalized referral to a provider we know and trust. We have close working relationships with our network of trusted professionals including Accountants, Lawyers, and Stockbrokers.