Services
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Financial Advice
Cachewise provides Financial Advice relating to:
Self Managed Superannuation
Our advice with regards to Self Managed Superannuation Funds is inclusive of the provision of Investment Advice and the complete management of all self managed superannuation fund Compliance & Administration.
Cachewise offers a complete Superannuation Administration Service.
The Super Administration arm of Cachewise handles all aspects of SMSF compliance and administration. We have all the necessary templates for handling the compliance aspects of an SMSF including establishment of pensions, in-specie contributions, S219 Reserving and Segregated Investment Strategies.
Financial Planning & Investment Advice
Clients approach us with particular financial problems and also with a desire to make sure they are “on target”. At Cachewise we offer a financial advisory service that is focused on helping you meet your goals.
Retirement & Estate Planning
If you’re starting to plan your retirement, it is critical to receive advice BEFORE you finish work.
Estate planning can be defined as the planning and documentation of the wishes of a person for the distribution of all assets under the control of that person, following death.
Personal Insurance
Personal Insurance includes Death, Trauma, Disability & Life Insurance.