You don’t need to be a financial whiz to have a strategic financial plan. That’s our job! Our advisors will recommend the best investment strategies for you to suit your particular stage in life.
Wealth building
Eclipse will work with you, helping grow your wealth to achieve the lifestyle you want. We are experts in:
- lump sum investments
- directly or through managed funds, inside or outside super
- savings plans - borrowing to invest
- positive and / or negative gearing, margin lending
Pre-retirement
At this time in life you will need to get your financial affairs in order, ready for retirement. Our advisors will help you answer the big question: ‘will we have enough?’ We can advise you on:
- maximising returns on your investments
- consolidating your superannuation funds
- strategies and structures to minimise tax and maximise Centrelink benefits
Retirement
Once you reach retirement, our focus switches to maintaining your wealth. We will work with you on strategies for:
- carefully managing your wealth
- maximising Centrelink and minimising tax
- getting the most from your investments
- superannuation and pension options
DISCLAIMER: The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs or objectives and you should seek the assistance of your Professional Investment Services Pty Ltd (PIS) Adviser before you make any decision regarding any products mentioned in this communication. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither PIS nor its related entities, employees or agents shall be liable on any ground whatsoever with respect to decisions or actions taken as a result of you acting upon such information.
