Superannuation
Superannuation is a highly tax effective way of investing to accumulate wealth for retirement.
Services
Insurance
Insurance is used to compensate against rare events with intolerable consequences.
Investments
Andep Investment Consultancy offers light touch investment advice for clients.
Retirement planning
Retirement planning usually involves advice in a number of different areas.
Estate planning
Most clients have very simple estate planning needs that only require fairly basic documentation.
SMSF
It is not always obvious what roles an accountant and a financial planner should play in a client’s finances.
Debt management
Generally, your first priority should be to clear your debts that are not tax deductible with the debt with the highest interest rate repaid first.
Mobile financial planning
Andep understands it can be difficult to find the time to visit a financial planner’s office.
UK pension transfers
Members of United Kingdom pension funds who become Australian residents can transfer their UK pension equities to Australian superannuation funds which are registered as Qualifying Recognised Overseas Pension Schemes (QROPS).