Unexpected events can easily overturn a strong investment - so it’s best to have a contingency plan. That’s why insurances play a part in any serious investment strategy, whether it’s for your assets, your income or your life. In fact, insurances are an investment in themselves. Hometree can help you decide which insurances you need for your portfolio, and work with you to make sure you understand each product and are comfortable with their benefits and fees.
Making sure that your family is OK in the event of your untimely death means you need to have a will in place. Hometree provides an overall financial strategy, so we make sure we spend enough time with you to truly understand your situation and ensure that you’re making the right decisions about what happens to your wealth. We work directly with our independent partners to make sure you have a solution that best suits your specific situation. At the end of this process you should have a will and a good understanding of what it means, does and how it can be changed.
Self managed super funds
If you have superannuation, you are already an investor - and it’s possible that you’re not making the most of this investment. Self managed super funds (SMSFs) allow you to take control of this investment and explore its true potential as a wealth creation tool. Hometree are experts in SMSFs, and are able to help you set up your fund and make changes to it. More importantly though, we’re here to educate you and make sure you understand the ins and outs of SMSF investments so you have the tools to make informed decisions.