The services that CornucopiaFP provide include;
Providing an appropriate investment strategy to deliver your goals. (Including advice on managed funds, shares, tax-efficient investments, superannuation etc)
Ensuring that in the event of the unfortunate occurring that you /your family’s financial lifestyle will be protected. (Including advice on Life, Total & Permanent Disability, Critical Illness, Income Protection and Business Expenses Insurances)
Ensuring that you have the correct debt structure to deliver the required outcome in the most efficient manner (Including advice on home loans, lines of credit, margin loans, equipment loans, etc.)
In both business and personal life, making sure that the correct structures are in place to ensure that the right assets pass to the right people at the right time, in the most tax efficient manner possible.
Ensuring that the best structures are in place to take advantage of any available tax efficiencies to leverage the best outcomes.
Providing advice regarding the use of appropriate available salary packaging benefits.
Providing the tools and ongoing advice to ensure that the requirements of today are met and balanced, with the goals of tomorrow.
We, as professional financial planners, acknowledge that we cannot be experts in every field. It is crucial that, where required, appropriate experts are used to provide tax advice, legal advice etc.
Therefore, in order to provide the best outcomes for our clients, we must work in conjunction with your accountant, solicitor or other professionals as required. If you do not have a strong relationship with an appropriate professional, we are able to refer you to specialists of the highest standard who embrace the teamwork approach.