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SUPPORT CLAIMING YOUR ENTITLEMENTS

Receive what you’re entitled to from Centerlink or the Age Pension.

Organising your financial affairs is going to entail some consideration of what happens when you are no longer with us, or no longer able to act to protect those important to you. Whilst we are not lawyers we are experienced in recommending estate planning strategies in the context of our advice, and then assisting our trusted colleagues in the legal profession in preparing the necessary documentation. We have a number of legal firms with whom we work closely, and we have chosen carefully so you and we can be confident that your needs are met as efficiently and cost effectively as possible.

Our aim here is to recommend the necessary steps that you need to take to organise your affairs in such a way that your assets are dealt with in accordance with your wishes. Having appropriate documentation in place increase the certainty that this will happen when the time comes. We work with you to explore what your desired outcomes are BEFORE consulting with the layers so that your are well prepared to brief them appropriately. We meet jointly with you and them where necessary to make sure that you are comfortable that things are going according to plan, and we manage the process through to completion to make sure that it just gets done.

Sometimes there are other legal matters outside of wills and estate matters which need to be dealt with. By knowing the specialist capabilities of the firms to which we refer, we can ensure that you get the best legal advice appropriate to your needs in a variety of situations.

SO HERE’S WHAT WE MEAN BY THAT

LEARN MORE ABOUT FINANCIAL PLANNING

Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

Changes to Personal Income Tax Rates

| Accounting | No Comments
The Federal Government is proposing changes to the personal income tax cuts initially set to begin on July 1, 2024. The three-points plan announced in the 2018-19 Federal Budget, aimed to address the issue of tax rates not keeping up…

Featured in the Coal Coast Baby Issue

| Accounting, Budget, Estate Planning, Families, Planning, Young People | No Comments
Allan Dunn from Innovus Advice was thrilled to have been invited recently to contribute an article to this months Coal Coast Magazine. The topic was on The Financials of starting a family, and while we all know that kids are…
investment advice stocks markets alan kohler innovus advice financial planner accountant wollongong fairy meadow illawarra

Investing is not the nightly news

| Investments, Retirement, Superannuation, Uncategorized | No Comments
Some little time go I had a fairly veiled rant about the focus of media attention on the short-term movement in investment markets. I thought a few pictures might amplify, so I took to the stocks app on my iPhone.…

WHAT HAPPENS WHEN YOU WORK WITH INNOVUS

INITIAL ENQUIRY

Send us an email and one of our team will be in touch to introduce ourselves and to find out how we can best help you.

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GETTING TO
KNOW YOU

Let’s sit down and have a coffee and talk about what you want to achieve and how we can help.

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FILLING THE GAPS

Time to get serious and collect some hard data so we can get to work

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IT'S SHOWTIME!

Now it’s time to show you what we have done and to explain how our recommendations will work for you

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WELCOME TO
THE FAMILY

Now that’s a wrap! You are officially part of the Innovus family. We need to decide on ongoing services, so the party ain’t over yet!

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