SERVICES

At Star Capital Management, we aim to give you Financial Security and Peace of Mind. To achieve this, we can assist with all aspects of the financial planning process, including:

Wealth Accumulation - we can advise you on investments in shares, property and managed funds, and explain what investment asset or assets are right for you. We can also assist in explaining and establishing gearing (borrowing to invest) and tax planning strategies. We can help project your financial future and show you ways to increase your cash flow, decrease tax, and build long term capital growth assets.

Superannuation Services & Retirement Planning – whether it is consolidating your superannuation into one account, or establishing a tax effective retirement income, we can assist you with tailored financial plan in the lead up to retirement, during retirement, and well into your retirement years. With careful planning, you will be able to maximize your superannuation benefits and increase your tax free income in retirement.

Estate Planning and Protection – we aim to give you peace of mind with our Estate Planning and Estate Protection services, so that your assets and affairs are handled in a tax effective manner and in accordance with your wishes should you be unable to do so. As well, with careful planning, we can assist in the effective transfer of assets to your loved ones in the event of your untimely death.

Financial Planning for Businesses – in reviewing your business assets, we will help you identify businesses risks and those posed by the loss or incapacitation of key staff and directors. In addition we can formulate plans to reduce the financial risk of something unforeseen happening and we can arrange for legal agreements to be undertaken between business owners, as part of a defined business succession plan.

Business Superannuation Services – superannuation consulting to employers is a specialty of Star Capital Management. It doesn’t matter if your business has 4 employees or 4000; we are able to tailor Business Superannuation Plans that are the most rewarding for employers and employees alike. We can also tailor a package of staff benefits that can be offered as part of employee remuneration, including group Life Insurance and Income Protection policies and financial education seminars and workshops.

Risk Management – we can assist you to have financial security and peace of mind should something unforeseen happen. If you were to become sick or have an accident and couldn’t work, by adopting an appropriate income protection plan we can ensure you have an ongoing income stream through the remainder of your working life. In the event of total and permanent disablement, or an untimely death, we can insure against you or your loved ones facing financial ruin. In addition, by having adequate trauma insurance in place, you will receive a tax free lump sum to assist with the recovery from a major medical condition.

 
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