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BUSINESS & FINANCIAL SERVICES

Financial Health is as important as our own health in the modern age. At every stage of our lives we require specific and strategic planning to ensure Business and Life runs as planned, or as we aim for, better than planned.

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We have four separate sectors of Business & Financial advice all of which are delivered at a premium quality to our valued customers

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BUSINESS CONSULTING

The Path to Success

  • Cash Flow & Profitability

  • Portfolio Management

  • Growth Implementation & Projections

  • Investment Advice & Strategy

  • Business Function & Structure

  • Taxation Advice

  • Financial Planning

  • Super & Self Managed Superfunds (SMSF's)

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FINANCIAL ADVICE

Seeking Financial Freedom

  • Savings & Deposit Creation

  • Investment Advice - Investment Vehicles

  • Taxation - Capital Gains, Income, Trust

  • Individual Investment Structure

  • The use of Equity in Investing

  • Funding & Serviceability

  • Risk & Variables - Market, Inflation, Interest

  • General Financial Advice

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RETIREMENT PLANNING

A Plan of Paradise

  • Income Distribution

  • Expense Budgeting & Categorisation

  • Lifestyle & Health Allocation

  • Tax Minimisation

  • Portfolio Adjustment to suit needs

  • Estate Planning

  • Healthcare & Insurance

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ASSET PROTECTION & WEALTH MANAGEMENT

A Guard to Your Castle

  • Business & Individual Entity Protection

  • The use of Trusts

  • Future Taxation Implications

  • Insurance & Retirement Implications

  • Basic Types of Asset Protection & Coverage

  • Impact on Credit & Servicing

  • Structure of Asset Protection

IN THE COMMUNITY

Knowing little about Finance, I was assisted greatly in structuring myself correctly to ensure my future generations have plenty for years to come.

Steven - Mooloolaba, Queensland

Treated me as if I was a family member and spent an extra hour on the phone of their own business time to meet my needs and understand who I was.

Could not be more satisfied with the service they provided me

Sandy - Caringbah, New South Wales

I had heard great things about Compound Invest and wondered why. After speaking to them, it was clear why: Clear communication, expert guidance & a down to earth approach.

I couldn't recommend them more.

Emily - Coogee, New South Wales

CONTACT US

Australia Wide

02 9136 0263

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