Services

As explained in the Financial Planning section, CAFS  look at four key areas - Creation, Enhancement, Protection and Distribution of Wealth.

The following outline of the Financial Services process can also be viewed graphically by the CA Navigator located to your left.

1. Wealth Creation

Accumulation of Assets, short, medium & long term

• Superannuation: Personal and Corporate Services, Retirement Needs Analysis

• Home Buyers, Refinancing for any worthwhile purpose/investment loans

• Savings plans: Regular Contribution for education, overseas trips and Margin Lending

• Employer fringe benefits: Salary Packaging Options

Learn more about Wealth Creations products and strategies

2. Wealth Enhancement

Enrichment of Assets

• Investment planning and strategies

• Superannuation, Rollovers

• Unit trusts and Insurance Bonds

• Retirement Planning: Retirement Needs Analysis, Guaranteed & Flexible Income Plans

• Gearing: Margin Lending

• Analysis: Investor Profile

Learn more about Wealth Enhancement products and strategies

3. Wealth Protection

Protecting Assets

• Life Insurance: To protect your Family, Business or Estate - Term Life, Crisis/Trauma, Permanent

• Income Insurance: To protect your income for individuals or groups

• Business Insurance: Share purchase and Keyman

• General Insurance: To protect your assets, Home, Contents and Business

4. Wealth Distribution

Disposition of Assets

• Estate Planning: Capital Gains Tax Issues, Valid Tax Effective Wills, Enduring Power of Attorney and Testamentary Trusts.

• In addition to the able we also provide assistance with family business and outline six key issues that you need to know.

Learn more about Wealth Distribution products and strategies