Private Clients
For our private clients we offer a complete range of services including taxation, finance, investments and insurance. We provide a holistic and co-ordinated approach to our clients financial affairs.
The services we offer for our private clients includes:
- Personal & Estate Tax Returns;
- Advice and Establishment of Investment Structures
- Capital Gains Tax;
- Employee share scheme advice; and
- Superannuation (including Self-Managed Superannuation Funds).
At Coeus we are in a unique position to identify whether your finance is appropriate and competitively priced.
Our relationship with Nexus Partners gives our clients access to lending specialists from a panel of 20+ lending institutions, including major banks. This means we have access to specialists who can assist with many types of finance, including:
- Home & Investment Loans
- Commercial and Business Loans
- Vehicle and equipment finance
As your trusted advisor we will refer you to an experienced lender on your next purchase to ensure you can get a loan that is suitable for your needs at competitive rates from some of Australia’s leading lenders. We can also get your current lending facilities reviewed to make sure you are getting a good deal in the current rapidly changing marketplace, with our lending experts guiding you through the many different offers available.
We believe in providing straight forward and transparent advice. We have our own financial services license and charge our clients fixed fees to manage their investments. We use a low cost investment platform (Class) and look to use quality low cost investment managers so that more of our clients money is working for them.
We believe it is important that our clients be properly insured for serious illness and death. The emotional and financial impact these events have on families and businesses can be devastating. We specialise in assessing and placing the following insurances for our clients:
- Income Protection
- Life & Total Permanent Disability;
- Trauma;
- Business expenses; and
- Keyman & Business (partnership) insurance.