High-net worth individuals

As your wealth increases and your financial situation becomes more complex, you need increasingly sophisticated strategies to make the most of your growing resources and safeguard the prosperity you’ve worked so hard to create. That’s where a Bastion Financial Group adviser can help.

We specialise in tailored solutions for high-net worth individuals, with personalised investment planning, astute portfolio management and advanced strategies including trusts, SMSFs, gearing and tax-effective investments.

Business owners

Successful business owners understand they can’t do everything on their own. So it’s essential to have an experienced Professional Advice team behind you that you can trust to keep your best interests at heart.

Your Bastion Financial Group adviser will work with you to unlock the value you’ve worked so hard to create. As well as investing the income your business produces now, we can help you prepare for your next step, with a tailored business succession strategy designed to maximise value and protect you, your business partners and your employees. We can even show you how to manage your cashflow more effectively, reducing debt and generating an ongoing income stream that will underpin your family’s lifestyle for years to come.

Executives

Your career is satisfying and demanding — but it also leaves you with little time to devote to anything else. Meanwhile, as your career progresses, your financial needs are becoming more complex.

At Bastion Financial Group, we act as your personal CFO, with sophisticated strategies to help you manage, extend and preserve your growing wealth. They include expert advice on salary packaging, share and option schemes, tax planning and SMSFs, with specialised solutions to ensure your money works as hard as you do.

Busy professionals

When you’re dedicated to managing a successful professional practice, time is your scarcest resource. So it can be difficult to give your own finances the attention they truly deserve. That’s where Godfrey Pembroke can help. We specialise in helping busy professionals manage, extend and protect their growing wealth, with sophisticated solutions and exclusive opportunities.

We can help you respond to the specialised challenges you may be facing — from tax planning, to SMSF set-up and administration. So you can continue to focus on your professional life, knowing your finances are in good hands.

Clients going through Divorce

The divorce process is a difficult period and fear of an uncertain future makes it even more difficult. Especially when two households now have to live on the same income that previously supported only one household. As your neutral Collaborative financial professionals, we can help you identify, document and value your property and debt, document your income and estimate your expected future expenses.

Further, we help you communicate with each other and document your preferences when it comes to dividing your marital property and debt. In our settlement meetings with your Collaborative attorneys and mediators, we provide detailed analyses of the financial impact of various alternative settlement strategies by projecting the short-term and long-term effects on your cash flow and net worth.

SMSFs

A self-managed super fund (SMSF) gives you more control over your future, with a wider range of investment opportunities to choose from — but it also involves some weighty responsibilities. Not only do you need to comply with a multitude of increasingly complex regulatory obligations, you also need to devise and document a suitable investment strategy, while managing your portfolio in a fast-changing investment environment.

We can take the complexity out of running an SMSF, with personalised advice and support to help you set up and administer your fund, and a comprehensive investment strategy tailored to your investment time frame and retirement goals. So you can maximise your super savings and look forward to a secure and prosperous retirement.

Investors approaching retirement

Today, Australians are living longer and staying more active in retirement than ever before. As a result, our financial needs in retirement are also rising. So it’s essential to plan ahead and make the most of your resources if you want to enjoy the retirement you’ve always looked forward to.

Your Bastion Financial Group adviser can help you realise your dream of future prosperity, using a range of proven strategies including salary sacrifice, self-managed superannuation and transition to retirement. We can also help to safeguard your savings from the effects of market volatility, generating more income with less risk.