At Solutions we help our clients prioritise what is most important to them and what can wait. Although our main focus is on clients who are involved in mining, we use the same method for every client. We find out “What do you want?” and “Why do you want it?”. These are two questions that many struggle to answer. Therefore, we work with you to get clarity on your life goals and objectives.
Only once we have the answers to those two questions above, we then look at your current financial position, and together decide if we need to make changes with the sole purpose of working towards your goals.
We are aware that life can take twists and turns and nothing remains constant. We structure our plans for our clients to be flexible and transparent, so that you can have confidence during your journey with us
Examples of specific advice we provide to our clients:
- Superannuation investment
- Life Insurance
- Total and Permanent Disability Insurance
- Retirement income streams
- Self Managed Superannuation Fund (SMSF)
- Property investment (advice only)
- Estate planning
- Income protection
- Retirement planning
- Transition to retirement
- Critical illness insurance
- Centrelink payments
Examples of areas where we have helped clients:
Setting Goals & Objectives
Cashflow Advice
Debt Advice
Investment Advice
RISK ADVICE
Retirement Advice
We found Marc easy to talk to, personable and came across as a straight shooter. He was happy to provide assistance whether or not you went with his company… He has provided some level headed guidance for my finances
- John Bourne -