Getting Ahead

Build up one step at a time

Taxation

Our tax consultants are highly trained and experienced in personal tax for wage, salary and ABN workers. We also have specialist knowledge in tax relating to rental properties, share portfolios, employee share schemes and managed funds. Let Power2 do the hard work for you. We wrap up most tax returns in one appointment, which means you get your tax refund sooner.

Financial Advice

The big sales pitch from many financial advisors is that planning for retirement is soooo complicated you need their super fund, their managed fund, their home equity loan and their insurance product. The reality is, investing and financial planning is not that complicated. It just takes time to understand. Let Power2 step you through the options and give you the skills you need to make your own investment decisions.

Building Superannuation

Before contributing extra money to your super, it’s important to understand the difference between “salary sacrificing” and “personal contributions”. You may also be eligible for the Government’s “Co-Contribution Scheme” or the “Spouse Superannuation Rebate”. We can tell you, in simple, easy-to-understand terms, which strategy is right for you and how much money you’ll save.

Insurance

More than half of all serious accidents happen away from work, and are not covered by most Workers’ Compensation policies. If you’re injured at work, most policies will stop replacing your income after 52 weeks if the insurer believes you are able to work at least partially in your previous capacity. So even though you’d rather not think about the prospect of serious injury or death, you need to ensure your family is protected. Talk to us about life, trauma and income protection insurance today.

Refinancing

If you’re feeling the pinch of mortgage repayments, credit cards and car loans, debt consolidation might be the answer to your prayers. We’ll do the sums to figure out how you can reduce your loan repayments and take some pressure off your cash flow. We have access to more than 800 loan products from 35 lenders so you can be sure you’ll get a good deal.

Investment Properties

Buying a rental property has become a popular investment strategy, but not always a successful one. We’ve seen many of these investments disposed of prematurely when they’ve failed to meet expectations. Property investing can be effective, with the right financing strategy. Don’t buy an investment property before doing your homework with Power2.