In partnership with our clients, we aim to take the pressure off you, and can help in all ways possible.
With our extensive experience and knowledge in the various tax legislation in Australia, we can optimise your tax position by providing sound and timely advice.
Whether the requirement is to fund the purchase of a motor vehicle, additional stock, a property or just to help with cash flow for business expansion, it is important to obtain the right financing structure for that particular requirement. We work with you and the finance brokers to tailor the finance package to meet your requirements.
We all know how hard it is to earn your money, so it's important to ensure that your money is put to good use. We have a strategic alliance partner to amalgamate the following financial planning services into our practice:
* Preparation of a financial plan;
* Investment advice; and
* Superannuation advice and setting up of a self-managed superannuation fund.
We work with our financial planners to ensure that your wealth creation plans not only meet your financial and retirement objectives, they will also be optimised for tax planning purposes.
Our partners extensive experience in the complex taxation issues of estate administrations and deceased estates ensure that you get comprehensive advice with estate planning.
We work with an external life insurance specialist that provides our clients with expert advice on Life insurance. These products include Life insurance, Total and Permanent Disablement, Trauma and Income Protection. For our business clients they advise on Key Man, Business Overheads and Buy Sell insurance. The advice that Foundation Broking provide our clients takes into consideration appropriate levels of cover, product and tax efficient structuring. They also provide our clients with ongoing service and annual reviews.