Arthur Panagis

We Offer Advanced Financial Strategies for Business Owners, Entrepreneurs and Professionals to grow their wealth. Our focus is results, based on your financial goals and highest values, a top range plan including security and protection, with some fun along the way.

Taking care of the details is our strategy and using a combination of education, strategic planning and applying our holistic approach to wealth creation is what we do.

Problems we solve - Services we Offer

Personal Insurances Review and Restructuring

Transfer of commercial property into your newly created Self Managed Super Fund

Borrowing within your Self Managed Super Fund

SMSF Insurance Consideration and Implementation

Consolidating super funds and insurances

Planning the years ahead with a Whole Wealth Strategy session

Review business insurances

Buy/sell and Key-person cover for us as business partners

Mapping out an accelerated savings plan

Diversified investment portfolio

Insurance restructure for more cashflow without losing any of those most important benefits

Tax deductible income protection

Clarity and structure with a clear plan and giving you peace of mind.