Strategic advice across every stage of your financial life
We work across four broad areas — each tailored to your goals, circumstances and the stage of life you're in. No products pushed. No generic plans.
Build Wealth
Whether you are building wealth from a salary, a business or an inheritance, we construct a strategy designed around your goals — not a standard model portfolio.
- Investment portfolio construction and management
- Superannuation strategy and optimisation
- Salary sacrifice and contribution strategies
- Managed funds, direct equities and alternative assets
- Tax-effective investment structuring
- Trust and company structures for wealth accumulation
- Redundancy planning and lump sum placement
- Debt management and equity structuring
- Children's education funding strategies
"The best investment strategy is the one you can stick to through uncertainty."
"Protecting what you have built is just as important as building it."
Protect What Matters
Risk management is not just about insurance. It is about ensuring that your financial plan can withstand life's unexpected events — illness, injury, death, or business disruption.
- Personal insurance needs analysis (life, TPD, trauma, income protection)
- Business succession and key person insurance
- Insurance policy analysis — suitability and cost effectiveness
- Asset protection structuring
- Review and optimisation of existing insurance arrangements
- Superannuation-held insurance strategies
Prepare for Retirement
Retirement planning is not a single event. It is an ongoing process that begins years before you stop working and continues throughout retirement. We build strategies that are robust, flexible and designed to last.
- Transition to retirement strategies
- Account-based pension and income stream establishment
- Centrelink and Social Security planning
- Retirement income modelling — funds available versus goals
- Deferred lifetime income stream strategies
- Self Managed Super Fund (SMSF) advice and structuring
- Aged care financial planning
"Retirement is not the end of planning. It is where planning becomes most important."
"Your wealth should outlast you — and protect the people you love."
Create Legacy
Intergenerational wealth is built through careful planning, the right structures and early action. We help clients think beyond their own lifetime to protect and transfer wealth effectively.
- Estate planning strategy and referral to specialist estate lawyers
- Intergenerational wealth transfer strategies
- Testamentary trust advice
- Beneficiary nomination review
- Family trust and corporate trustee structuring
- Lifestyle planning — understanding your spending patterns and surplus cash flow
- Portfolio modelling and analysis — regular performance reporting via Lonsec
What happens when you engage Rekab Advice
We believe transparency builds trust. Here is exactly what happens from your first contact through to ongoing advice — and what happens behind the scenes at each stage.
Discovery Meeting
A complimentary, no-obligation conversation to understand your current situation, financial goals, concerns and priorities. We discuss whether Rekab Advice is the right fit — and we mean it. We only take on clients we believe we can genuinely add value for. This meeting can be in person or by video call.
Fact Finding & Assessment
We complete a thorough fact-finding process covering your income, assets, liabilities, superannuation, insurance, tax position, estate planning status and risk tolerance. This is where we really listen — and where the quality of advice begins. Our paraplanner then prepares a detailed client profile.
Strategy Development
Behind the scenes, our team researches, models and constructs a strategy tailored specifically to your goals and circumstances. This work is thorough and takes time. The output is a detailed Statement of Advice — a written document that sets out our recommendations and the reasoning behind every decision.
Presentation & Collaboration
We present our recommendations clearly, explain the rationale behind every decision and work through your questions. Nothing is implemented until you understand and agree with the strategy. We want you to feel confident — not just compliant.
Implementation & Ongoing Review
Our team implements the agreed strategy with care and precision. From there, we conduct regular reviews to monitor progress, adapt to life changes and ensure your plan remains aligned to your evolving goals. We are here for the long term — not just for the initial advice.
Begin with a discovery meeting
A complimentary conversation to understand your situation and explore whether we are the right fit.
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