OUR SERVICES
At Moneywise you can access all of your financial solutions from the one organisation that understands your particular situation. We offer professional advice on an extensive range of cost-effective financial solutions including:
Wealth Creation – investment portfolio construction, cash flow analysis, gearing strategies and debt management
Investment Management – investment selection, portfolio management and reporting
Retirement Planning – superannuation, pensions, Centrelink advice, income strategies and wealth preservation
Self Managed Superannuation Funds (SMSF) – specialist advisory and portfolio administration services
Asset Protection – risk insurance management and estate planning
Taxation Planning – asset and liability ownership, structuring trusts and companies
Moneywise also provides access to:
Professional Provident Fund Membership – the superannuation fund
for health professionals and their staff
> MORE INFORMATION ABOUT OUR PORTFOLIO SERVICES