Our  Services

Our Services

Debt Management

Debt management is an area of financial advice that is often not addressed by Financial Advisers/Planners.

Incorrect debt structuring and management can cost you hundreds of thousands of dollars in unnecessary tax, interest, and product fees.

How we can help:

  • Structure your debt to reduce tax payable each financial year.
  • Assist in choosing debt products that reduce interest payable and ongoing fees.
  • Qualify your borrowing capacity with over 40 lending institutions.
  • Create buffers for unforeseen cash-flow shocks.
  • Reduce cross-collateralisation to give you lending flexibility.
  • Manage changes in employment income and interest rate movements.
  • Implement a range of debt reduction strategies to vastly improve your net-wealth position.
  • Coordinate your insurance and estate planning needs.

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