For Individuals

Your personal finances are personal – they support your family, your lifestyle and your aspirations.

 


We partner with you to understand and articulate your needs and goals.


We step you through the options and help you establish a solid and flexible financial strategy for today and the years to come.

“Healthy personal finances mean peace of mind. Understanding what you need to live your best life but also how to plan for a better one – it’s all part of the cycle of support and advise we bring to individuals.”

Shannon Halliwell – 360afs

Individuals Services

Taxation

Keep on top of your obligations with timely tax return preparation. We draw on up-to-date knowledge of taxation laws and years of experience to make sure you comply with changing requirements and realise opportunities to boost your return. We structure your tax to support your financial plan for the future.

Debt

Debt is a part of life – it can help us pursue our goals, create a home, build a business and live the life we want. We help you structure debt so that it is balanced, manageable and benefits you now and into the future.­

Wealth
Superannuation

Plan to live the life you want. We help you contribute wisely to super and get the most out of the benefits it offers. Superannuation is an important plank in your financial plans, so we link it to asset protection and estate planning.

Investment

Be proactive and invest for your future. Investing ­– whether in property, shares, funds or other instruments – can set you on a path of wealth creation. We draw on market knowledge and insights to suggest investment options that fit with your plans and adapt to your changing needs and life stages.

Insurance

Be prepared for the unexpected with insurance that is customised to meet the needs of you and your family. We provide confidential and comprehensive advice on insurance options that can keep your family secure and on track if life takes an unexpected turn.

Advisory

Plan taxation to understand, meet and minimise your obligations. Understand your exposure to Capital Gains Tax. Protect your assets now and into the future through appropriate legal and accounting structures.

Legacy
Ensure your loved ones are looked after and your legacy is respected. Together we can develop a robust will and estate plan that articulates and documents your wishes. It’s all about preparation and peace of mind.

Your financial wellbeing is
our priority.