Services

Services

At The Pure Group, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Planning for retirement is one of life’s most important financial considerations. After all, the actions taken today will determine how comfortable life will be in the future.

Superannuation is perhaps the most popular way to save for retirement. Put simply, contributing to super will allow you to put aside money during your working life to use when you retire. With recent Government reforms to super, it’s now one of the most tax-effective long-term retirement savings options available.

There are many strategies available to help you maximise your retirement saving through superannuation.

Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.

An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family.

Having the right insurances in place can help protect your family and your income if the unexpected occurs.

At Pure Wealth Management, we take Wealth Creation and Strategic Planning to a new level. Not only do we continually review all of the various elements of your finances to ensure you are achieving the maximum benefit from your income and assets, we actively track your wealth against previously identified projections.

Whilst many others are bogged down in everyday business matters or items that don’t create value back to their clients, at Pure Wealth Management we have created efficiencies that allow us to concentrate on what matters and adds the most value.

We will identify what is important to you and then help you ‘make smart decisions’ about how to achieve your objectives.

Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.

We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important.

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

Aged Care is a complicated area to fully understand. There is a lot of information to sift through and the conversation is sometimes a tricky one to approach. We help to make navigating aged care easier for you and your family.

The financial issues of aged care are complex and you need to obtain an accurate understanding of the facts as they apply to you and your unique needs. Just getting a basic understanding of what forms to complete, when to complete them and where to send them can be a difficult path the navigate.

Schedule a Call

In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.

Get in Touch

Call 07 5478 0784

Our Location

Suite 6
137 Brisbane Road
Mooloolaba QLD 4557

Mailing Address

PO Box 8189
MAROOCHYDORE QLD 4558

Operating Hours

Mon - Fri: 9am - 5pm
Sat - Sun: Closed

EKAGM Pty Ltd (ABN 93 111 813 355) trading as Pure Wealth Management is a Corporate Authorised Representative of Infocus Securities Australia Pty Ltd (ABN 47 097 797 049) Australian Financial Services Licence No. 236523

Infocus Head Office:
PO Box 1856, Sunshine Plaza QLD 4558
Phone: 07 5406 5000
www.infocus.com.au

Wordpress website by Advant