"SIRA Group have taken the worry out of managing our superannuation and share portfolio.  They have provided immense comfort to us as we moved into retirement"

Strategic Advice

Financial advice is very personal. We appreciate that our clients hold us in a position of trust. They rely upon us for advice on an appropriate strategy to achieve their objectives and enable them to sleep well in the knowledge that their interests are being looked after.

Unfortunately too many advisers gather information, categorise their clients into risk boxes and structure their advice based on generalised pro forma documents which result in the advice being the same or similar to a class of client rather than personalised.

SIRA Group ensures that each client receives strategies and advice that are individual and personalised. We have a holistic consulting style that goes beyond the data collection form to explore what is really important to you and prioritising the key issues, resulting in a strategy or strategies to achieve what you need in a way that will work for you and in your time frames.

We take the time to get know our clients to ensure that our recommendations are appropriate for their personal situation and that they are comfortable with the recommended strategy. As part of our ongoing service, we stay in contact with our clients so that we are aware of any significant changes to their circumstances and understand how relevant legislative changes may affect them. Our clients' strategies are reviewed and revised where appropriate in light of these changes to ensure that they stay on track to achieve their objectives.

Whether you need full service advice or advice limited to a specific area such as:

. Superannuation
. Retirement planning
. Starting a self managed superannuation fund
. Managing strategies for an existing SMSF
. Starting an investment program
. Borrowing to invest
. Business structuring
. Family wealth planning
. Estate planning
. Charitable giving
. Tax management
. Personal insurances (eg., life, permanent & total disability, trauma and income protection)

SIRA Group's advisory service can assist you.