Planning for familes

The death of a spouse or partner is not something that most of us ever wish to contemplate, but unfortunately it happens. Discussing the possible loss of a loved one in a respectful manner and, more importantly, articulating the options available for the remaining family members, is what we do best.

We can assist you with:

  • Estate planning

  • Life insurance

  • Trauma insurance

  • TPD insurance

  • Income protection

How we can help your family

As the business owner, I view honesty as a vital ingredient in our business

Craig Ball, DFS (FP), AFA – Founder, CEO

Craig’s attention to detail & technical expertise have become recognized throughout the industry with many accountants, financial planners & risk advisers seeking his assistance with their own client’s business and personal needs.

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Planning for Business

If your business partner died, how would you feel if his/her spouse inherited their share of the business to become your new partner? If your business partner was incapacitated, how long would you be prepared to do 100% of the work for 50% of the reward? What if your business partner willingly or accidently committed an offence? Are you protected?

How we can help your business

The Allocator. Australia’s first on-line Estate Planning tool.

The Allocator, designed & built by Craig & his team, is Australia’s first on-line Estate Planning tool. This unique software clearly illustrates the income & taxation advantages when Mums & Dads take advantage of superannuation death benefit pensions.

Many Financial Planners & Risk Advisers around Australia are now using The Allocator software to obtain optimum income & taxation outcomes for their clients..

Click on the button below to see a snapshot of Australia’s hidden death taxes & how these can be easily avoided when your Planner utilises The Allocator.

The Allocator

‘Craig just took control of everything – it all just happened. He & his team were calm, empathetic and explained things very carefully to me during this very difficult time. I think it is when you lose someone close to you that you see the real value in what Craig does.

Tracey, recent client