Powell Capel Securities

Services

Powell Capel is committed to provide excellence in service, leading edge investment strategies and solutions to assist you to reach your goals and aspirations. As a privately owned financial planning group, Powell Capel can advise on all aspects of the investment spectrum, assisting you with innovative, well structured, diversified portfolios.

Personal Superannuation
We have extensive experience in developing personal superannuation structures and strategies for individuals or families, whether by way of a personal account or a family self managed fund. To maximise your lifestyle in retirement, it is most important to seek professional advice on the efficient investment of your superannuation accumulation. Legislation affecting superannuation is constantly changing, however by consulting with us, you will be kept abreast of how these changes may affect you and how we can maximise your ultimate position.

Corporate Superannuation
Our specialist service is designed to assess existing corporate superannuation plans, provide advice on alternatives if appropriate and develop tailored employee education programs to ensure that employee benefits are optimised. This consideration is especially important under “freedom of choice” provisions.

Retirement Planning
Retirement planning is a specialty at Powell Capel Securities. We can provide solutions that are tax effective, flexible and tailored to your specific needs to maximise the returns on your capital within your individual risk profile. We can assist to provide a reliable and secure income stream to suit your lifestyle in retirement, giving you peace of mind.

Wealth Creation
We can assist you to formulate and implement tax effective strategies outside of superannuation to complement your portfolio and help achieve your financial goals. Negatively geared investments, instalment warrants, protected loans and other structured products may suit your circumstances and assist you to realise your goals. Investment options are many and varied and our expertise is in researching product developments and opportunities so that suitable strategies can be recommended to suit your individual circumstances.

Direct Shares and Investments
We can offer advice on direct shares and other listed investments complete with research material and discounted stock broking services.

Retrenchment
Advice that can maximise your position at this difficult and often emotional time in your career may result in a far more favourable financial outcome. We have extensive experience in bona fide redundancy strategies and the treatment of other termination packages to optimise your lifetime financial outcome.

Self Managed Superannuation Funds
A range of investment options is available for DIY funds. However there are many restrictions and new legislation affecting self managed super funds. More than ever, expert advice is needed in the investment of your DIY assets.

Life and Income Protection
This is a critical element in financial planning to protect and provide for your family’s security and is often overlooked. We can assess your overall situation and make recommendations for risk cover that will ensure your family’s needs are met in the event of your untimely death or incapacity.

Estate Planning
This can be a complex and delicate area that may need your attention. You may be unaware of new structures such as a Binding Nomination of Beneficiaries for your superannuation benefit that may simplify and assist with your estate planning needs. Innovative products such as Child Allocated Pensions and Testamentary Trusts can provide security for minors in the event of your death. We can discuss your requirements and make recommendations to suit your particular circumstances.

Social Security Planning
With the use of products such as Complying Annuities and Term Allocated Pensions, we can assist you to maximise your Aged Pension entitlements.

Home Loan Mortgages and Investment Finance
These loans can be tailored to more adequately suit your needs and circumstances.

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