On this scale can you tell us more about yourself and your situation?

What is your age?:
How do you live?:
Advice:

I want a one-stop-shop for optimal convenience

When you’re focussing on the everyday, taking time to review how your finances are tracking is an almost impossible task.

In addition, if your investments are spread across a range of investment strategies, then making the time to review all becomes doubly difficult. That’s where we step in. Skylight is your one-stop-shop when it comes to optimisation and convenience. If you have investments and you want a review or a second opinion, we’ll pull together all your data and show you how you're tracking against your goals. Then, if needed, fine tune your finances to make sure everything is working together for you. After all, you tune your car regularly, why not the much bigger asset of your whole financial position.

We have compiled the services below as recommendations tailored for you

  • Choosing a Super Fund
  • Superannuation
  • Investing Outside of Superannuation
  • Comparing Private Health Insurance
  • Taxation
  • Budgeting and Saving
  • Banking and Credit
  • Mortgage Lending and Refinancing

Choosing a Super Fund

Choosing a super fund – one of the most tax effective ways to secure your future financial aspirations.

Fees and charges can erode even the most well performing fund. Skylight has access to detailed information, not only on performance, but on fees and charges and performance trends over time of just about all Australia’s superannuation funds.

Superannuation

Making the job of choosing the right super fund for you an easy task.

Your Skylight specialist is on hand to help you choose the super fund that is right for you and your family, taking into consideration any other investments you may have.

Investing Outside of Superannuation

The most rapid growth of personal wealth will come from an investment strategy underpinned by diversity and risk reduction.

The best long-term investment strategies involve spreading risk across a range of investment types to make the most of cyclical markets, investment trends and tax breaks.

Comparing Private Health Insurance

Comparing private health insurance – we make it easy for you.

At Skylight we can assist you when it comes to comparing cover from the hundreds of private health insurance providers out there so that you end up with the one that’s best for you and your family.

Taxation

The more tax you save, the more you will have to invest.

We should all pay the exact amount of tax we are liable for and not one cent more. The secret is knowing what we are liable for and what tax we can reduce.

Budgeting and Saving

You save right? But do you know there are options available to you to make your money work even harder than you do?

At Skylight our budgeting and saving experts can provide you with the right tools and expertise when it comes to making the most out of your budgeting and saving strategies.

Banking and Credit

Skylight prides itself on providing an innovative, one-stop-shop to work with you to help you make informed decisions on your banking and credit product selections.

More than ever before, in a deregulated banking market, choice is king. Do you have all the information necessary to get the best banking and credit deals?

Mortgage Lending and Refinancing

Real estate is probably the biggest purchase you’ll ever make, so it is critical that the associated mortgage or subsequent refinancing must be on the best terms and at the best rates possible.

Many home loans are taken over 30 years, and this can add up to a lot of interest that you have to repay. By taking steps to review your loan it can help save you, and your family, significant amounts of money.

Borrowing Power Calculator





Looking for great value private health insurance ?

Talk to Skylight today

phone icon

Call 1800 759 544

9am - 5pm, Mon - Fri

envelope icon

Email Skylight

To make an appointment

callback icon

Arrange a callback 

Leave your number