Planning and Providing Strategies is our specialty

Having the right strategy before choosing any investments can make all the difference to the success of a financial plan.

At Sterling KPG Personal Financial Planners we spend time looking at different strategies such as;

• Choice of entity (company, trust, partnership)
  
  
• Choice of retirement income stream
  
  
• Use of available tax exemptions (eg capital gains tax exemptions)
  
  
• Eligibility for Centrelink benefits

When we are satisfied the strategy is right for you, we will proceed with the required investment recommendations.

Utilising 3 levels of research our recommendations are then documented in a "Statement of Advice".