Our personal financial planners can tailor a financial strategy to suit your individual needs and help manage your assets and plan a comfortable retirement.
Services
Life Insurance
Our team of dedicated Risk Advisors can develop a personalised strategy with you to assist managing identified risks and with all your life insurance needs.
READ MORE
Self-Managed Super Funds (SMSF)
SMSF’S are there to fund your retirement and ensure you have greater control of your assets. They can have up to four members, two of whom are trustees.
READ MORE
Portfolio Management
Our research team constantly monitor the performance of your financial portfolio and recommend the purchase or sale of a particular security.
READ MORE
Deposit Broking
If shares aren’t something you’re interested in then perhaps you may like to take advantage of our banking contacts who can help you find the best term deposit rate.
READ MORE
Share Trading
Investing in shares can assist you in diversifying your assets and can, in some cases, offer taxation benefits. We recommend the development of a financial plan that will suit your needs.
READ MORE
Bookkeeping and Administration Services
Our bookkeepers can help you get on top of your cash flow, raise capital or execute a succession plan. We help you so that you can focus on your business whilst at same time reducing your accounting fees.
READ MORE
AnalyTICa Property Plus Fund
AnalyTICa Property Plus Fund has been set up to offer the opportunity to invest in a range of assets in a portfolio designed to reduce asset price volatility while continuing to generate attractive income returns.
READ MORE
Other Services
CIP Licensing Limited is the Responsible Entity for Merchant Opportunities Fund (ARSN – 111 456 387) and Merchant Biotech Fund (ARSN – 654 495 468).
READ MORE