Our Services

Financial planning, wealth management, insurances and more, all in one place.

Archimedes Financial Planning provides comprehensive, holistic financial planning and wealth management and preservation strategies from the beginning of your financial career to the end, and in retirement.

We provide all financial planning services in an integrated package, including financing and borrowing if necessary. There’s no need to talk to a range of consultants and planners - we offer the full suite, suited to our specialised niche.

Financial Planning and Wealth Management

• budgeting and debt management strategies
• goal setting: striking the right balance among short, medium and long term financial goals
• financial risk profiling
• strategic advice on wealth creation and management using investments:
• cash and bonds
• listed and direct commercial property
• residential property
• direct shares and managed funds
• alternatives such as commodities, hedge funds, private equity
• checking whether your current investments are earning as much as they could be
• seeking to maximise the return/risk ratio of your investment using our proven Efficient Frontier methodology
• borrowing for investment
• home equity loans
• margin loans
• debt restructuring

Superannuation and retirement planning

• superannuation including Self-Managed Super Funds
• determining how much and when to contribute to super
• salary sacrifice strategies
• eligibility for contributions such as spouse and/or Government co-contribution
• merits of contribution transfers to a spouse
• striking the right balance for assets inside and outside super
• retirement planning
• consolidation of superannuation accounts
• recontribution strategies
• asset allocation: striking the right balance for risk versus reward
• allocated and market-linked pensions
• Transition-to-Retirement strategy
• taxation planning strategies
• discuss merits of various strategies such as salary sacrifice, borrowing for investment
• strategies to offset existing capital gains or losses
• using tax-effective investments such as agribusiness, financial engineered products

Personal Insurances

• protection of your dependants using personal insurances:
• term life insurance
• total and permanent disablement insurance (TPD)
• trauma / critical illness insurance
• income protection insurance
• business expenses insurance

Other

• estate planning strategies to so that your beneficiaries do not pay too much tax
• mortgage broking and commercial finance (through Australian Loan Company Ltd

If you are looking for a service that is not listed above, ask us - we probably can provide it!

More information

• Read about our typical client profile
• Find out about the specialised services we offer
• Read about our methodology
  (how we conduct the initial stages of developing a financial plan)
• View an indicative summary of our costs
• Visit our Frequently Asked Questions