OPENING HOURS

 

Monday-Friday 8:30am-5:00pm

 

 

CONTACT US

 

advice@ausurefinancialgroup.com.au

P l   07 3319 5142

 

 

Head Office

 

Level 25, 324 Queen St

Brisbane QLD 4000

 

 

© 2023 by Ausure Financial Group

  Families   
 

Ensuring you have quality advice early on in your career is the best advice we offer our clients. Whether you need to consolidate your super or protect your family from the effects of losing your main bread winner. Our advisers will be with you and your family every step of the way and every financial decision you make;

 

  • Determining the right super platform and level of super contributions

  • An accurate personal/family insurance plan

  • Planning how to pay for private school fees or family holidays

  • Reducing your PAYG tax via investments

  • How to purchase personal and lifestyle assets

  High Networth Clients   
 

If you are earning in excess of $180,000 (combined income) and/or have investable assets over $500,000, strategic advice is an integral part of managing your wealth. Having an experienced adviser on your team will ensure every financial decision has an appropriate strategy based on current legislation;

 

  • Asset protection- Advice to ensure your income and assets are protected in the event of any un forseen circumstance

  • Tax minimisation- Our tried and tested strategies will ensure you are legally reducing your tax, whilst at the same time investing for requirements such as private education funding or retirement.

  • Investment advice- Strategic asset allocation across Direct Shares, Managed Funds, Fixed Interest, Property & Infrastruture.

  • Superannuation strategies- Tax effectively building your retirement with pre and post super contributions

  • Self Managed Super- Purchasing property via super

  Business Owners    
 

Obtaining advice from an experienced business financial adviser is the most important decision you will make as a business owner. Whether you are a sole director/shareholder or you have mutiple business owners, our advice will protect the revenue and profits within your business. Our team also cater for listed entities and the many requirements they have to attract and retain key staff;

 

  • Buy/sell- End to end solution to implement this key agreement into your business

  • Keyman- Protect your company with advice around ongoing revenue if the business loses a key director/employee

  • Self Managed Super- Establishing funds to purchase commercial property

  • Listed Entities- Protecting revenue & personal advice to directors as part of their sign on package

  • Group Income Protection & Corporate Super

  Retirement Planning    
 

Planning your retirement as early as possible will allow our team to implement the right road map based on your personal requirements. Our team will structure your assets correctly based on current legislation and give you a clear understanding of our advice. We understand these are the most important years of your life and we are right here by your side;

 

  • Methodically determining your tolerance to risk and investment requirements

  • Spending the time educating you on why your assets are invested the way they are

  • Structuring your assets correctly to achieve your desired income in retirement in a tax effective manner

  • A clear estate planning explanation and flow chart