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When a major life change occurs, you need an independent, trusted and considered financial advisor to help you face the challenges and opportunities you’re presented with.

Our team of experts can provide you with a clear direction when you need it most. We explore every opportunity to secure you the best possible vantage point – for life and beyond.

Speak to our experts about personal injury and compensation.

Accessing reliable financial advice when you receive a personal injury settlement helps you plan for the future, providing more certainty that you and your loved ones can have the best possible quality of life. Our advice goes beyond just investing, encompassing broader financial education and support:

  • Financial advice / lifestyle planning
  • Accounting and taxation planning
  • Corporate structures
  • Estate planning and administration
  • Guardianship

Our team of financial experts don’t take our responsibility for helping you make important life decisions lightly. We are a collective of advisors founded on principles of integrity and trust.

This trusted financial companionship is a commitment we make that extends beyond settlement. You need funding for life, and we are here to provide you with that clear vantage point.

Understanding the best path forward after receiving a settlement for your Total Permanent Disability (TPD) claim can be confusing. There are a lot of decisions that you will need to make that have the potential to affect other options you have available, such as Centrelink entitlements or access to public housing.

Our TPD Tax Service focuses on guiding you through the different options and scenarios so that you can make informed decisions on what to do with your superannuation following the settlement of your claim.

Some of the information we will discuss with you includes:

  • An estimate of tax payable on withdrawals from your Super
  • Centrelink and the effect that different options will have on your entitlements
  • The effect that different options have on your family tax benefit
  • What happens to Death Cover insurance in your superannuation fund
  • The effect that different options have on your child support (if relevant)
  • The effect that different options have on your access to public housing (if relevant)
  • Bankruptcy (if relevant)

We can provide access to any of our subject matter experts as required, to provide an individualised service tailored to the specifics of your circumstances.

Our team can provide full financial planning services if you or your loved one require an administrator/trustee.

We tailor our service to your unique circumstances and use medical and occupational therapy information to ensure your goals and objectives are efficiently managed.

Most Recent Resources


Total & Permanent Disability (TPD) Case Study: Why engage a financial advisor?

Meet the Experts

Speak to our experts about personal injury and compensation