Wealth Creation | Outcomes that count

The Cohen Fasciani Family work with you through a trusting relationship, combining our knowledge and experience to help you achieve the outcomes that count.

About SMSF

Self-Managed Superannuation Funds (SMSF’s) are the fastest growing sector in the superannuation industry.
A SMSF provides for more control, flexibility and greater investment choices. Investment portfolios can be tailored specifically to individual’s requirements whilst keeping everything simple and easy to manage.

We are able to help you establish your SMSF, manage your investments and insurances within the fund and can assist you in meeting your compliance and tax obligations. In the majority of circumstances the ongoing fees can provide for significant cost savings over time when compared to retail superannuation funds. We also have in house SMSF specialists who are able to provide comprehensive

SMSF

Self-Managed Superannuation Funds (SMSF’s) are the fastest growing sector in the superannuation industry.

Investment Advice

Our aim is to ensure we understand what our clients appropriate asset allocation and risk tolerance levels are to ensure they achieve their personal goals.

Retirement Planning

Approaching retirement can sometimes cause uncertainty and concern as it can seem like a great unknown.

Risk Management

Though you may do everything right to ensure that your wealth creation plan is on track and your individual life goals are being met.

Budget & Cashflow

To formulate an effective strategic financial plan you need to ensure you are either reviewing options for budget management or optimising cash flow.

Estate Planning

Estate Planning is one of the most over looked parts for an individuals financial future