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coeusadvisers coeusadvisers coeusadvisers coeusadvisers
  • Home
  • About Us
  • Services
    • Private Business
    • Private Clients
    • International Business
  • Partners
  • News
  • Contact

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.

  • Taxation
  • Finance
  • Investments
  • Insurance

Taxation

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).

Finance

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.

Investments

We believe in providing straight forward, independent 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.

Insurance

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.

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Contact

  • Coeus Advisers Pty Ltd
  •  Suite 2, Level 1, 118 Racecourse Road, Ascot QLD 4007
  •  PO Box 2107, Ascot QLD 4007
  •  07 3910 5675
  •  admin@coeusadvisers.com.au

About

Coeus Advisers Pty Ltd is an Authorised Representative of Coeus Financial Pty Ltd AFSL: 513012
Jodie Ryan is an Authorised Representative of Coeus Financial Pty Ltd AFSL: 513012
Liability Limited by a scheme approved under Professional Standards Legislation

© 2021 · Coeus Advisers