Our Services

In conjunction with Financial Advice from Casey Wealth Advisers, we can assist clients with the following services:

  • Establishment of a SMSF
  • Documentation of Investment Strategies
  • Contribution Strategies to meet your retirement goals.
  • Pension and Transition to Retirement Strategies
  • Limited Recourse Borrowing Arrangements including the purchase of Property within the SMSF
  • Estate Planning
  • Winding up of SMSF

We do not advise on specific Investment  products or insurance, however we have relationships with business partners that work closely with us to service every aspect of your SMSF’s needs.