The Icon Boxes element allows to display a list of features arranged in content boxes with icons.

Besides the standalone usage, the Icon Boxes element can be also used in Carousel.

The template includes the popular icon fonts:

  1. Font Awesome — the complete set of 675 icons in vers. 4.7.0
  2. Ionicons — vers. 2.0.1

You can use any icon from the above sets in Icon Boxes.

Icon Boxes with round background

large size, secondary color

Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

Licence from ASIC

We have applied for a licence from Australian Securities and Investments Commission.

Learn more
Certified Financial Planner®

Our financial planners are members of the Financial Planning Association.

Learn more
Member of IFAAA

We are a practicing member of the IFAAA Gold Standard of IndependenceTM.

Learn more

Icon Boxes with round background

medium size, primary color

Fixed interest & cash

Cash, short-term deposits and bonds.

Equities

Stocks and shares of ownership in a company.

Property

Investing in residential or commercial property.

Alternatives

Infrastructure, such as roads and airports, private equity investments.

Icon Boxes with round background

medium size with numbers, secondary color

1
get in touch

The best way to get started is to simply phone, or contact us via email or contact form

2
initial meeting

It helps us to get know each other and ascertain whether our service will be of benefit for you

3
if you decide to proceed…

We set up a second meeting, which is the start of the planning process…

Icon Boxes without background

large icon, primary light/dark color

Education

How am I going to pay for my child's education?

Investments

How can I increase my income from investments?

Taxes

How do I manage taxes to keep more of what I earn?

Estate Planning

How am I going to successfully plan for the next generation?

Education

How am I going to pay for my child's education?

Investments

How can I increase my income from investments?

Taxes

How do I manage taxes to keep more of what I earn?

Icon Boxes without background

large icon, secondary color

Education

How am I going to pay for my child's education?

Investments

How can I increase my income from investments?

Estate Planning

How am I going to successfully plan for the next generation?

Icon Boxes without background

small icon, primary/secondary color

Invite others

Invite your team members and accounting professionals any time you like.

Financial performance reports

Create performance reports and budgets. No waiting until the end of the month.

iPhone & Android apps

Do invoicing, create expense claims, and track sales and income on the go.

Get closer to your cashflow

Quotes, invoicing and the dashboard all help for an up-to-date financial snapshot.

24/7 support included

Our friendly and knowledgeable experts are always here for you.

Regular updates included

Every 3-6 weeks we release innovative new updates based on customer ideas.

Invite others

Invite your team members and accounting professionals any time you like.

Financial performance reports

Create performance reports and budgets. No waiting until the end of the month.

iPhone & Android apps

Do invoicing, create expense claims, and track sales and income on the go.

Icon Boxes with round background

left icon, small size, secondary color

Well-Rounded Experience

Our collaborative team offers the depth and breadth you need to navigate life's decisions. For many of our clients, we operate as their personal CFO, simplifying their lives by providing clarity and answers to the myriad of financial decisions they face every day.

Comprehensive Analysis

Efficient financial planning requires a close look at more than just account values and years to retirement. Our team assesses your insurance coverage, cash flow, investment strategy, real estate portfolio, and more. We review each area within the context of your current situation and long-term goals.

Objective Advice

As an independent firm, we do not have a vested interest in specific products or services that can bias our judgment or recommendations. And since our compensation is completely independent of insurance or investment decisions you may make, we can be completely neutral in our analysis of your situation.

Personalized Service

We are a boutique firm and we thrive on building long-term relationships with our clients. Our process is an opportunity for us to get to know our clients exceptionally well. Annuity Strategic prides itself in working as a team — both internally and with you — offering as much or as little hand holding as you need.

Icon Boxes with filled background

left icon, primary color

Savings

bank savings accounts
Certificates of Deposit

time deposits
Savings

bank savings accounts
Money Market

investment funds

Treasury Bills

debt-based instruments

Money Market

investment funds

Icon Boxes without background

left icon, large size, primary light color

Plan

The best plan is the one that's tailored to your needs and accomplished with your priorities first.

Implement

Having a plan is a good start, but it must be implemented or it won't do any good!

Evaluate

Things change. Jobs, children, homes, even goals. A plan should evolve with you.

Adjust

Monitor and adjust for ongoing changes to income, inflation, spending habits, and other topics.

Icon Boxes without background

left icon, medium size, primary/secondary color

Regular Savings

Little can be achieved financially, without establishing a regular, disciplined savings pattern. We will help you find the disposable income you never knew you had, and put it to good use.

Estate Planning

As well as making provision for your loves ones, it's important to leave clear instructions of your wishes. Temp - ut arcu in arcu mollis consectetur id mauris del curabitur.

Investment

True wealth is built from wise investment. We customise each investment portfolio to suit your personal circumstances, risk tolerance and time frame.

Minimise Tax

Understanding income tax, capital gains tax, and the various taxation concessions available is key to keeping more of your hard earned dollars.

Clearing Debt

Not all debt is your enemy, but having a clear strategy to manage and eliminate debt over time is essential.

Regular Review

One thing in life is certain change. By regularly reviewing your finances we will help you to keep all your ducks in a row.

Icon Boxes without background

icon in heading, secondary color

Life Insurance

Life Insurance pays a lump sum to your dependents if you die. It is designed to provide you with the reassurance that your loved ones will be looked after financially if you're no longer there to provide.

Total & Permanent Disability Insurance

TPD cover is a form of insurance that will provide you with a one-off payment in the event that you become totally and permanently disabled from a serious illness or injury that leaves you unlikely to ever return to work at your normal capacity ever again.

Income Protection

Income protection cover will ensure you can still manage financially if you were put out of work for a period of time by replacing up to 75% of your income until you can start working again, until you retire, die or the end of your policy term — whichever is sooner.

Critical Illness (Trauma) Cover

Critical illness cover also known as trauma insurance will pay out a lump sum if you get one of the specific medical conditions or injuries listed within the policy. Examples of critical illnesses that might be covered include heart attack, stroke, certain types and stages of cancer and a range of other conditions.

No matter what stage of your financial life your are in, we can help you make the most of what you have!