Individuals
EIS has helped many individuals plan for a better and more secure financial future.
Effective financial planning is about making the best of what you have to work with so that you can improve your future financial position and get closer to your goals.
Seeing a financial planner may be triggered by a significant life event, such as receiving an inheritance, paying off your mortgage, or reaching retirement age. But in many instancesinstances, there are advantages to be gained from seeking advice at any stage of your life, perhaps to ask for advice on existing investments or if only for a simple financial health check.
Some of our clients even use our services for estate planning purposes. For example, the establishment of a charitable trust as part of your will is a way in which you might leave a lasting legacy that will continue to support causes close to your heart.
Self Managed Super Funds
Self Managed Super Funds are an increasingly popular way for investors to take greater control of their own retirement planning and wealth accumulation. We can help you decide if a Self Managed Super Fund is right for you. If you already have an established SMSF, we can assist you with the SMSF’s investment strategy via our portfolio management services.
Charitable Trusts and Not-for-Profits
We understand the issues and extra responsibilities that arise from making investment decisions on behalf of your organisation and its members or donors.
With experience working alongside clients such as the Australian Conservation Foundation and Environment Victoria, we know that it is important for you to align your organisation’s own investments with its mission.
If you are a Charitable Foundation or a Not-for-Profit, speak to us about how we can assist you to manage your investment portfolio.
Advice on Establishing Charitable Foundations and Estate Planning
Individuals can also seek advice from us on establishing their own Charitable Foundation, as part of their will and estate planning. In this way you can leave a legacy that will continue to support your preferred causes after your death.