Services

Financial Planning

Earning it, and keeping it.

Wealth creation.

Planning, actioning and tracking a set of strategies to optimise your excess savings and assets to reach your objectives more efficiently. Utilising easy to understand, risk reducing, tax efficient strategies to build wealth.

Superannuation

  • Contribution strategy
  • Fund selection
  • Asset allocation
  • Underlying investment portfolio construction
  • Starting a pension
  • Decisions on starting and running a Self Managed Super Fund (SMSF)

Investment portfolios

  • Construction of tailored investment portfolios including exposure to (when appropriate) Australian equities, International Equities, Currencies, Property, Bonds, Credit, Cash and Infrastructure.
  • Exposure to each asset class will depend on markets, economic conditions, and your unique needs.
  • Access to traditional and ESG (Environmental, Social and Governance) portfolios. With the growing connection between sustainability and performance, we can tailor portfolios to meet client’s values.

Property

We don’t provide advice on specific properties to buy or sell, however we do provide strategic advice to ensure you are making fully informed decisions when dealing with this important asset class. We will help you work through the strategic considerations when deciding to:
  • Purchase a home
  • Sell your home
  • Keep your home
  • Rent out your home
  • Purchase an investment property
  • Sell an investment property
  • Switch an investment property to a home
  • Switch a home to an investment property
Our clients love being able to sit with our lending, tax and wealth specialists to connect the dots across the wealth, lending, tax and cash flow impact of the above important decisions.

Cash Flow Analysis

  • We will calculate your level of excess savings, without judgment. Once your excess savings are quantified, we will work with you to advise on the best use of these excess savings.
  • The pathways are infinite. We may collectively decide to reduce debt, build liquidity, invest, contribute to super, spend etc. These decisions link back to the holistic plan we will create for you.

Wealth protection.

What’s the point in generating wealth if you can’t protect it. As part of supercharging your financial wellbeing, we ensure your assets have safeguards in place. Often the strategies needed to create wealth can be different to protecting wealth.  We take both into account.

Insurance

  • Life Insurance
  • Total and Permanent Disablement
  • Income Protection
  • Trauma Insurance
  • Business Insurance / Key Person Cover

Estate Planning

  • Providing for your family and future generations
  • Estate planning is an important process to take an overview of your assets, consider how they’re structured and how you’d like them to be distributed after you die.
  • Our team partner with solicitors who have the skills and experience to ensure that your wishes are made clear, that your wealth is protected. During your lifetime your affairs are managed the way you want them to be if you lose the capacity to do so yourself, and that your estate is distributed according to your instructions after your death.
  • This helps to remove potential problems for family and friends at a sensitive time. Ensuring that the administration of your estate is conducted as quickly and smoothly as possible.
  • We will connect the dots across your financial, tax and lending plan to ensure the estate planning effects are discussed with your solicitor.
  • If you don’t have a solicitor, we can assign the appropriate solicitor to meet your cost, complexity and personality requirements.

To begin your journey to wealth enlightenment today, contact us at via email or on 1300 925 081

To begin your journey to wealth enlightenment today, contact us at info@satoriadvisory.com.au
or 1300 925 081

We can’t wait to meet you.
Book in for a complimentary meeting at info@satoriadvisory.com.au
or 1300 925 081

© 2024 Satori Advisory

CXC Financial Partners completed an exciting rebrand and name change to

Welcome to the brand new website.

Our new branding is built around the concept of Wealth Enlightenment.

Enlightenment by transforming complexity to simplicity; and simplicity to meaningful action.

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