Financial Planning

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:

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Let our team of experts help you secure your financial freedom to be able to live the lifestyle you’ve always wanted

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.

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