Encompass Financial Services

There are many ways to structure our businesses and family assets, to maximise tax benefits and protect our assets.

What Types Of Structures  Are There?

Protecting yourself, your family & your assets is an important aspect of financial planning.

Types Of Insurance & Why We Need It

Managed funds can take the confusion out of investing in the share market.

What Are Managed Funds?

There are many steps to property investment, & a lot to consider before making the right decision.

Investing In Bricks & Mortar

Will you have enough to live on when you retire? Will you run out of money? Retirement requires careful and strategic planning.

Is There A Good Time To Retire?

Would you like to take control of your superannuation, and invest your hard earned money yourself?

SMSF – The Advantages & Disadvantages

Shares are a particular asset class that requires understanding, due diligence, and patience.

Shares – the Good, the Bad & the Ugly

Your superannuation is your money. Like all of your other assets, it requires careful monitoring.

The Low Down on Superannuation

Transition to retirement strategies can provide a number of great tax and lifestyle benefits.

So What Is Transition To Retirement?

Work out what is important to you, establishing realistic goals, the importance of saving vs spending, engaging a financial planner, developing a plan & strategies, implementing the strategies at the right time, monitoring, regular reviews, etc.   Note:  People who engage a financial planner are much more likely to achieve their financial goals.