Norman Howe (CR 374320), Aaron Hornsby (CR 501694), Dean Bassett (CR384704) and Strat X Advisory Pty Ltd (CR 518901) are Credit Representatives of Finsure Finance & Insurance Pty Ltd (ACL 384704). Norman Howe and Strat X Advisory (ABN 47 633 471 897) are Authorised Representatives of AVALONFS Pty Ltd (AFSL 437518).
SELF MANAGED SUPER FUNDS
Tailoring Self Managed Superannuation ("SMSF") solutions is a vital part of getting the most out of a SMSF. We specialise in adapting and tailoring SMSF solutions so that there is an alignment with your long-term wealth creation goals, Estate Planning, protecting you and your family and getting the investment mix right.
Investment
We specialise in advising SMSF trustees about tailored investment portfolios including portfolio construction, investment strategies and asset diversification. Our advice includes investment in direct property and have a network of referral sources to assist with property transactions.
Setting Up a SMSF
Strat X Advisory makes setting up a SMSF easy. We have established scores of SMSFs and work with you to ensure a seamless process.
Insurance Protection
& Estate Planning
SMSF Trustees have a legal obligation to make sure the members Personal Insurance and Estate Planning needs are discussed and considered.
Our specialists provide expert advice and tailored solutions.
