Let our team of experts help you secure your financial freedom to be able to live the lifestyle you’ve always wanted
Proacct+ takes a holistic approach that covers various aspects of a client’s financial life. Through face-to-face meetings we work with you to gain an understanding of your short and long-term objectives as well as your lifestyle needs.
Through this understanding, we create a road map designed to help you achieve your goals. We assist and guide you throughout the process, explaining potential risks you may encounter and ways to mitigate them. Achieving peace of mind for you is our priority.
We offer a range of services designed to benefit you including:
Aged Care Planning
Secure your future with Proacct+. We assist you in planning for your retirement and work with you while we assess your financial options. We can also provide government pension assessments and evaluate retirement villages, guiding you through the process to achieve tranquillity.
Superannuation
With constant changes to superannuation, we can provide the most up-to-date information and how you can take advantage of it. Our experts will walk you through the options, discussing potential tax benefits and insurances that can be made available to you.
Investment Strategies
Our financial advisory arm allows us to recommend investment funds that are most appropriate to your needs. Our managed funds offer flexibility with a wide range of asset classes available to you. We work in conjunction with you to choose the funds that reflect your investment risk appetite and goals.
Self-Managed Superannuation Funds
We can help determine whether a self-managed superfund is right for you. Working together, we can develop key strategies and provide our expert advice as to how you can secure your retirement.
Equities Management
We specialise in managing Australian equities and provide income generation strategies which are tailored to your risk profile. Allow us to construct and manage an investment portfolio for you.
Think we can help you with something?
If you would like to speak to one of our team members, please fill out the form below, and one of our team members will be in contact with you shortly.
Financial Planning Team
The team that will take care of all your Financial Planning needs to secure your future.
Anthony
Financial Planner
Gino
Financial Planner
