Services

If you’re stuck on pause hovering over life’s big decisions, the cost of doing nothing might surprise you. With the dedicated support of Septennial adviser, you can reach your goals sooner.

Financial success means different things to different people. For some it may be a holiday or a new car, while others are focused on a bigger house or paying for their children’s education.

Being a trustee of your own Self Managed Super Fund is like having remote control over your retirement.

If control of your super is what you are looking for, then we can help you set up a SMSF. Before we start, we’ll make sure you are eligible and aware of all the compliance requirements, reporting obligations and superannuation laws. No need to be overwhelmed, because we will be there to help you with whatever you need – administration or auditing, investing or evaluating.

We all know life doesn’t always run to script, but there’s no rewind button so you need to be prepared for unexpected hurdles.

You work hard for what you have. Don’t let one accident or illness wipe it all out.

A staggering 95 *percent of Australian families do not have enough life insurance. Are you one of them?

A second passive income stream could help you hit fast forward on your financial goals. We’ll show you how to get started.

Before we make any recommendations, we take the time to understand your goals, objectives and risk profile. Only then will we start preparing a tailored investment strategy for you.

How much simpler would your life be if you could entrust all your investment properties to one portfolio manager? It would be like streaming all of your favourite programs on one channel – pure bliss.

It is our business to look after your properties like they were our own. We keep a close eye on all of our properties, inspecting them each quarter and providing you with detailed reports including photos. This minimises property damage, and allows us to be proactive with any maintenance.

There are so many ways we can help you fast forward through your loan – including most suitable loan rates, appropriate structures, right leverage and flexible terms.

Our loan advisers have many years of experience negotiating loans – from the simplest to the most complex. We will ask you a lot of questions to make sure we arrange the best possible loan for you. Getting it right up front can save you years of loan payments, which equates to thousands of dollars.

Do you need assistance with your accounts and taxes? Get in touch with our lending consultants at Septennial and unify your accounts systematically.

You don’t have to get involved in the details of your accounts and tax, because we do all the hard work and make it look easy. You can count on our advisory team to take a holistic view of your financials and apply clever tax-effective strategies to your salary structure, superannuation, loans, and investments.

If your life was a movie, how would you want the next scenes to play out? At Septennial, we help you take control of the script.

Putting your legal matters in order raises some tough questions. We make this much smoother for you by outlining all of your options, and explaining how they will play out in real life.