Services

Superannuation

  • Self-Managed Super Funds
    • Including set up and ongoing review
    • Superannuation Borrowing strategies
  • Retail Superannuation Funds
  • Superannuation contribution tracking
  • Comparison and review of existing superannuation funds
  • Corporate Superannuation services
    • Working with our partners we can offer you a corporate super service for employees which includes:
      • Seminars on superannuation and chosen fund updates
      • Educational seminars on superannuation and super strategies (i.e. general advice)
      • Tailored seminars on financial topics requested by employees and/or the employer
      • Access to our financial adviser who can provide personal advice following the financial planning process

Investment

  • Investment Review of existing portfolios
  • Portfolio Construction and Ongoing Review
    • Direct Shares
    • Managed Funds
    • Property

Strategic Planning

  • Retirement Planning
    • Transition to Retirement Planning
    • Salary Sacrifice
  • Investment Structures including Family Trusts
  • Debt Management
  • Budgeting

Insurance

  • Protection of family/business debt in case of death, injury or sickness using:
    • Life Insurance
    • Total and Permanent Disability Insurance
    • Trauma Insurance
    • Income Protection Insurance

Loans

  • Home Loans
    • New Loans
    • Re-financing
  • Investment Property Loans
  • Commercial Property Loans

* Please note: the actual mortgage broking is done by a licensed and reputable mortgage broker. Laurium Private Wealth works with the broker for you.