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In your youth.

  • Manage your cash flow and bust bad debt
  • Get you into the savings habit
  • Start a regular investment
  • Make good choices for your super
  • Identify your short, medium and long term goals

Family and Career builders.

  • Save for your children's education
  • Consolidate super accounts and plan for retirement
  • Maximise investment opportunities with borrowing to invest
  • Protect your blossoming career and family
  • Stay on track with regular evaluation of your progress


  • Review your insurance arrangements
  • Review your investment portfolio and tolerance to risk
  • Boost your super savings and focus on building retirement assets
  • Minimize your tax
  • Review your Will and estate planning
Tudor Rose

Into retirement.

  • Access super while you're still at work
  • Maximise government benefits
  • Use non-super assets effectively and release wealth
  • Make your money last through retirement
  • Help the grandkids with their education

In your business.

  • Protect the key people in your business
  • Protect your business and its future
  • Manage your superannuation obligations
  • Plan for your successor or sale of your business
  • Use business assets and cashflow to their full potential

Other areas we can help you.

  • Changing careers or redundancy
  • Transitioning from two incomes to one
  • Considerations for special needs children
  • Inheritance or windfall
  • Divorce or death of a spouse
  • Helping elderly parents into Aged Care

Tudor Investassure Pty Ltd | ABN 74 881 211 664 | Phone: 02 9455 0655 | Email: info@tudorinvest.com.au

Post: PO Box 1142, North Sydney NSW 2059 | Office: Ground Floor, 100 Walker Street, North Sydney NSW 2060

Corporate Authorised Representative of
Professional Wealth Services Pty Ltd Australian Financial Services Licence No. 312047 ATF Professional Wealth Services Unit Trust | ABN 58 174 609 776
Office: Ground Floor, 100 Walker Street, North Sydney NSW 2060 | www.pws.net.au