Our Services

The determination of appropriate investment structures for the prudent investment of funds taking to consideration taxation efficiencies, investment flexibility, asset protection and estate planning. This includes the role of trusts, companies and superannuation vehicles (including Self-Managed Super Funds – SMSFs)

Asset Allocation is at the core of our investment advice. Consistent with the Carnbrea philosophy, an important consideration is the application of investment and portfolio diversification. This may be Australian or International shares, income securities or other forms of direct investment. Likewise, we consider augmenting recommendations with specialist managed funds and alternative investments to complement your portfolio.

Employ appropriate superannuation strategies to help create wealth within a tax effective environment. Consideration is given to ensuring the right superannuation structure (i.e. SMSF), contribution strategies, pension and estate planning and investment selection are utilised.

Implementation of strategies to maximise wealth prior to retirement, which may include advice on the entirety of your affairs.

Ensuring your comfortable and secure retirement is our goal, which can include the establishment of superannuation pensions to generate regular, tax effective income streams.

A bespoke assessment that best suits your investment goals and objectives.

Consideration is given to your tolerance to risk, debt management and alternative assets.

We then formulate and propose an appropriate strategy for you.

Implement the appropriate type and amount of insurances to provide financial assistance in the event of illness, injury or death. The judicious use of Life, Total & Permanent Disability, Trauma and Income Protection insurance is paramount to risk management.