While many prefer to outsource financial matters to proven experts, there are those of us who prefer to remain actively involved and seek professional guidance as required.

We call this strategic advice, which essentially is professional guidance that is tailored to a specific need. Examples of this include:

• Cashflow management and identification
  Structural considerations inclusive of tax planning
  Estate planning considerations
  Portfolio construction measures
  Business succession planning
  Centrelink considerations
  Retirement accommodation requirements