Services

At Tactical Advisory Group, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Super & SMSF advice and guidance

We offer strategic advice to help build your retirement savings via Superannuation or via a SMSF – Self Managed Super Fund, vehicles that can help save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Superannuation is a tax effective environment for your money. Your money will attract investment earnings, and when you reach your ‘preservation age’, you are able to start drawing on these funds. Your employer must pay a proportion of your salary into a super fund. This is called the Superannuation Guarantee and has been increased to 10% per annum since July 1st 2021. It will increase by 0.5% each year until it reaches 12% in 2025.

Self-Managed Superannuation is another long term wealth building vehicle that can help save for your retirement, where you are responsible and take control of your superannuation and run it for the benefit of your retirement.

Investment portfolio construction and management

We help you understand your investment goals, in order to create the right investment and wealth creation strategy for you.

We can develop a sound investment strategy, aligned with your investment risk tolerance across the major asset classes and investment types.

We construct tailored investment portfolios and provide management solutions, with a consistent review process keeping up with any changes in the economic environment.

Insurance and personal risk management advice

Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.

A sickness or an accident or the unfortunate event of death will almost always have a significant impact on the financial circumstances on you and your family.

We identify the right insurances which you need to have in place to help protect you, your family and your income if the unexpected occurs.

Retirement planning and Centrelink advice

Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.

We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important.

We help you plan for retirement and help you consider strategies available which may assist in maximising any Centrelink Age Pension benefits.

Debt reduction strategies and cash flow management

Borrowing money has been made easier these days and that’s why it’s even easier to get into debt.

But, not all debt is bad debt.

Having a debt management plan in place and understanding the difference between good and bad debt could help you make better financial decisions and create future investment opportunities.

We can help you manage your debt and can help you take control of your financial future and manage your cashflow.

Preparation for aged care and transfer of wealth strategies

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. We help to make navigating aged care easier for you and your family.

Schedule a Call

In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.