• Tailored Financial Advice
    Samurai Financial Group was formed with the aim of providing
    high quality financial planning advice to individuals,
    families and business owners.

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  • Retirement Planning
    Let Samurai Financial Group identify the appropriate
    financial planning solutions for you which will ultimately
    enable you to transition into retirement in the optimal manner

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  • Superannuation
    Your superannuation is one of your most important assets.
    We can make sure you have a suitable superannuation fund
    which is invested appropriately to meet your objectives.

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  • Wealth Creation
    We can assist you to build a tax-effective investment portfolio.
    By assessing your particular drivers, we can tailor an investment
    approach to suit your objectives.

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  • Cash Flow Management
    Talk to Samurai Financial Group about
    developing an effective Cash Flow
    Management Plan.

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  • Debt Reduction
    Talk to Samurai Financial Group about
    reviewing your existing debt position and providing
    tailored advice to enable you to optimise your position.

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  • Tax Advice
    Samurai Financial Group can can provide tailored
    strategic advice to ensure your affairs are structured
    in a tax-effective manner both now and for the future.
    tailored advice to enable you to optimise your position.

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  • Personal Insurance
    Protecting you and your family's lifestyle against
    unexpected events is a key element of a high quality
    financial planning strategy.

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  • Estate Planning
    Is it important your family inherits your wealth
    in a tax-effective manner in the event of your death?

    Find out more

 

Comprehensive, Tailored Financial Advice For All Life Stages

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Superannuation

Your superannuation is one of your most important assets. We can make sure you have a suitable superannuation fund which is invested appropriately to meet your objectives.

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Personal Insurance

Protecting you and your family's lifestyle against unexpected events is a key element of a high quality financial planning strategy.

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Pre-Retirement Planning

Implementing an effective financial plan prior to your retirement has the potential to materially increase the lifestyle you will be able to experience in retirement.

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Cash Flow Management

Simply accumulating monies without having an effective plan in place will likely not allow you to achieve your goals and objectives. Once we understand what you want to achieve, we can recommend a tailored financial plan for you to effectively invest any surplus cash flow ie increasing loan repayments or investing your money appropriately.

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Debt Reduction

Having an appropriate debt reduction strategy in place may enable you to save a substantial amount of money, which you would otherwise pay to the bank in interest repayments. We can review your existing debt position and provide tailored advice to enable you to optimise your position.

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Post-Retirement Planning

Samurai Financial Group can assess your requirements and develop a tailored financial planning strategy to enable you to meet your income requirements, including maximising your Centrelink entitlements where possible.

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Wealth Creation

We can assist you to build a tax-effective investment portfolio. By assessing your particular drivers, we can tailor an investment approach to suit your objectives.

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Tax Planning

Tax-effective strategies form a key element of our strategic financial planning service. After assessing your situation, we can provide tailored strategic advice to ensure your affairs are structured in a tax-effective manner both now and for the future.

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Comprehensive Estate Planning

Is it important your family inherits your wealth in a tax-effective manner in the event of your death?

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