Rekab Advice can provide you with the best weapon for taking control – choice.
No matter what you earn, one of the most stressful situations is not feeling in control of your finances. We work with our clients to improve their relationship with their money – we work to understand your lifestyle and costs and help simplify how you manage this so you can focus on living the life you desire. We offer this service to every client we see.
Our team are here to serve you. We work with a group of professionals to ensure we can deliver the following services listed below. Some of these services we will outsource such as estate planning and accounting to solicitors.
WEALTH CREATION STRATEGIES
A diversified range of managed investment funds, direct shares, term deposit etc to invest appropriately to increase your wealth creation potential.
SUPERANNUATION ADVISORY SERVICE
Pre & post retirement strategies to ensure your financial security in retirement.
REDUNDANCY PLANNING
Specialising in the investment, placement and maintenance of lump sum redundancies and superannuation rollovers.
DEBT MANAGEMENT
Offering alternatives and advice on ways to structure your debt, identify ‘good & bad’ debt & maximise the use of equity in your property/ies and investments.
RISK MANAGEMENT ANALYSIS
An analysis of your current situation to provide lump sum funds in the event of your accident, illness or untimely death!
SELF MANAGED SUPER FUNDS (SMSF)
We work closely with our accounting arm - to ensure an ongoing SMSF service providing annual tax returns and audits, along with implementing investment strategies to ensure your SMSF maintains compliance and meets your goals and objectives.
PORTFOLIO MODELLING/ANALYSIS
We offer an in house investment portfolio management services, ensuring your money works hard for you. We keep you updated with regular financial market updates and monthly portfolio performance reporting. Whether it is via your superannuation, family trust or your own personal investment portfolio we have you covered.
RETIREMENT STRATEGIES
Personalised advice and strategies for a smooth transition into retirement as well as analysis of funds available versus your retirement income goals.
INSURANCE POLICY ANALYSIS
Researching approved insurance policies for specific suitability and cost effectiveness to match your personal situation.
CHILDREN’S EDUCATION PLAN
A strategy to ensure that you ‘pre-fund’ for this (or any other) important future obligation.
LIFESTYLE PLANNING
Assist you to analyse your current spending patterns to determine any opportunities available with your ‘surplus or shortfall’.
BUSINESS INSURANCE
Ensuring you have the right amount of protection so that your business can continue in the event of accident, illness or untimely death of a partner or key staff member.
TAX MINIMISATION STRATEGIES
Provide you with options and alternatives to minimise your various tax liabilities, look for any available ‘tax advantages and ensure that your super & investments are structured correctly!! (no tax schemes!)
OVERALL INVESTMENT & FINANCIAL CHECK-UP
Common sense, down to earth, honest and professional financial planning advice!
FAMILY ESTATE PLAN
A plan to ensure that you have ‘the right money, in the right hands, at the right time.....! (Legal advice outsourced)
Rekab Advice possess the necessary experienced personnel and technology to provide you with a quality presentation, back up service, and ongoing review of all your Financial Planning needs.
In our aim for excellence, we seek the latest technology in financial planning which enables us to provide our clients with an overall financial planning capability from the most basic plan through to complex strategies including Gearing plans, Centrelink & Social Security planning, Taxation calculations, complex Investment & Diversification planning, DIY Superannuation Investment strategies, Redundancy & Retirement advice to cover your ‘overall’ financial situation.
We use the research technology platform provided through Lonsec to provide us with our monthly investment reporting.
We also keep up with daily investment news and communicate directly with our fund managers to ensure we are always on the front foot when it comes to the financial markets and decisions around portfolio construction.
Clients who work with us are updated and educated regularly on how the financial markets (both in Australia and Globally) affect our current economic climate and how this can play out in investment performances.