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Protect

We can't protect you from misfortune - a serious accident or illness for
example - but we can help you weather the storm. How? Through four easy
strategies:

  • Lifestyle protection insurance - ensuring you have the right kind of insurance and the right amount to cover you against accident, illness and loss of income.
  • Estate planning - so that once you're gone your assets are maximised and distributed according to your wishes.
  • Aged care planning - so if you need a helping hand later in life, you can make the transition with minimum fuss, and live somewhere you know you'll be happy.
  • Business protection and succession planning - ensuring you, your business and your partners survive and thrive through hard times, and that you get the best price for your business if you decide to sell.

 



Contact

212 Brighton Road
SOMERTON PARK SA 5044

 

Phone: 08 8295 8322
Fax: 08 8295 4792

 

Click here to contact us or make an appointment

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Links

RI Advice Group Financial Planning Association
MoneySmart Australian Tax Office
Aged Care Online Centrelink
Budget Planning Choosing a financial adviser

News

Investment fundamentals

View a presentation explaining some of the key concepts you should think about when considering your investment portfolio

Monthly Market Wrap

View the latest edition

inTouch magazine

View the latest edition of our quarterly magazine, inTouch

Oliver's Insights

Oliver’s Insights is a commentary by Dr. Shane Oliver, AMP Capital’s Chief Economist, on issues and trends affecting the economy and financial markets. View the latest edition.

Professionals

If you need other services, we can refer you to an appropriate professional, such as an accountant, solicitor or mortgage adviser.  Please contact us.