Pro Money Management

Investment & Financial Planning

• Managed Investment Schemes - Tax Effective Investing
  Tax Effective Investing options, that can provide substantial tax benefits, and income streams over the short to medium term. These investments can assist you in areas like savings plans and income streams for debt reduction, child savings plans and payment of school fees, superannuation and alternative income streams.
  
  With tax deductions of up to 100% of your investment amount in the first 12 - 36 months, and the ability to pay for the investments over a period of time, this can be a very cash and tax effective way to reduce your tax, and generate income for the longer term.



• Financial Planning & Investment
  we can work with you to build up your retirement income, as well as shorter term income and capital growth, so that you can plan to live on your investments, rather than working for a living. Using Capital and income growth products, and a sensible regular saving approach, you can start an investment portfolio with a small amount of funds, and build up to a substantial portfolio over time. We combine the saving strategy with tax effective borrowings and investment choices to give you the best options for your money.



• Superannuation Fund Strategies
  Even if you do not have much money in super now, with sufficient time and a committed plan, you can build up an effective superannuation strategy that can help you create a comfortable retirement. We can help you in areas like establishing your own self managed super fund, assist in obtaining and developing tax effective and growth oriented investments, and ensure that insurance and other "safety blanket" requirements are in place for your fund. Running your own super fund need not be an expensive option, and the choices of investments can enable you to generate above average returns, and the flexibility of focusing or diversifying your portfolio as you choose.



• Investment property purchasing
  Many people ask about buying an investment property or or two or even more. We can help you in identifying the benefits as well as the costs of this option, and our associates can help you in acquiring investment properties that will generate good capital growth and income returns over the medium term. We can also work with you in gaining the right type and structured finance for your investment properties, and provide you with tax variations so that you can get your tax benefits through the year, rather than at the end of the year.