The financial services and products we offer
 
We can offer financial services and advice that covers the following areas:
       -  Wealth creation including advice on securities.
       -  Retirement planning including superannuation and strategies for transitioning to retirement.
       -  Risk management and asset protection.
       -  Retrenchment and redundancy advice.
       -  Social security/Centrelink entitlements.
 
From these financial services, certain kinds of financial products may be recommended to you. We can provide advice and arrange transactions on the following classes of financial products:
       -  Superannuation and retirement savings account products.
       -  Securities.
       -  Managed investments (including an investor-directed portfolio service).
       -  Margin lending facilities (standard).
       -  Government debentures, stocks or bonds.
       -  Deposit products.
       -  Life insurance products including investment life and life risk.
 
Collectively Regina and Tim have over 40 years of experience helping families achieve their goals.