The Archimedes Services

Holistic planning to increase your wealth

We offer the full suite of financial advisory services suited to our specialised niche:

• budgeting and debt management strategies
• goal setting: striking the right balance among short, medium and long term goals
• financial risk profiling
• strategic advice on wealth creation 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
  • check whether current investments earning efficiency can be optimised
• designing Efficient Frontier portfolios that seek to maximise the return/risk ratio (click here to see independent validation of our investment performance).
• borrowing for investment
  • home equity loans
  • margin loans
  • debt recycling strategies
• 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 Govt 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 strategies
  • using tax-effective investments such as agribusiness, financial engineered products
  • to offset existing capital gains
  • to offset existing capital losses
• protection of your dependants using personal insurances:
  • term life
  • total and permanent disablement
  • trauma / critical illness
  • income protection
  • business expenses
• estate planning strategies to tax-effectively pass on assets to beneficiaries in a controlled manner
• 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!