Individuals

When we take you on as a client, it becomes personal!

We work with you to create a tailor-made strategy to help you reach your peak of financial stability and success. What that means is we get to know you really, really well to ensure what we recommend fits you like a glove.

Financial services for real people  

Risk management & insurance for families and solos

Insurances protect against bad situations. Those in the know call it risk management. We’ll translate intricate policy wording to ensure you understand what is covered, what is not, and then you decide what level of risk you are happy with.

Your goal here should be to protect everything you’ve worked towards.

Financial services for real people

Financial planning for households and solos

Financial planning simply means we’ll help understand what effective financial decisions look like for your life and help you set achievable goals. We’ll then keep you honest by monitoring (you’ll tell us how much checking in you require – we take your lead).

We help you pull together a strategic budget that takes into account all your personal variables and we’ll let you know what you’re up against. We also have access to investments not always available to the public, for when you’re cash flow positive.

Our clients usually request plans for the following:

Financial services for real people    

Finance for solos and households

The opportune time to sort out your financial affairs is right now.

From home and auto loans, credit cards to debt consolidation, our highly accomplished team of experts will provide you options that suit your desired financial makeup. First, we dive deep into your finances, then we put our heads together to deliver a complete lending plan specific to your needs and requirements. Voilà.

Financial services for real people  

Legal help for solos and households

Access to holistic legal advice isn’t always easy; most lawyers work case by case on your matters. However, Enrizen legal counsel provide the sounding board for ideas and strategies for people like you to take advantage of. We get to know the whole you, not just the particular matter that is on your mind, so we can give you advice that works in the long term.

So, before you venture out on a new endeavor, our team of lawyers will ensure that all your plans are legally in tip-top shape.

Financial services for real people 

Accounting and tax for households and solos

Accounting and taxation is a regrettable essential part of our lives. It pays to have a qualified accountant work through your tax returns to ensure you’re paying the right amount of tax, no more, no less. Simple right? Well, our accountants do so much more than just file tax returns, they take into account (see what we did there?) a comprehensive assessment of your overall financial situation to mitigate the risk of any unintended side effects to your tax position.

Enrizen accountants work hard to give you every possible advantage through deductions and claims.

Tax returns
Tax returns
Structuring advice
Structuring advice
SMSF
SMSF
Contract reviews
Contract reviews
We comb through contracts and let you know what you’re signing up to and ensure that your future success is not being constrained.
Property
Property
When it comes to leasing, buying and selling properties, our team of lawyers hold your hand from start to finish.
Estate planning
Estate planning
If you don’t want your estate to be contested by your son’s girlfriend, then we’ll help you safeguard your assets from unintended beneficiaries and unintended tax consequences.
Houses
Houses
Farms
Farms
Holidays
Holidays
Grow my savings
Grow my savings
For houses, farms, holidays, investment properties
Cash flow
Cash flow
I don’t want to rely on my credit cards
Help me prepare for retirement
Help me prepare for retirement
I’m sick of this 9-5pm, it's time I bought a yacht
Life insurance
Life insurance
To help pay your debts when you’re 6 feet under, so your family doesn’t have to.
Income protection
Income protection
Helps to pay you an income if you're suddenly incapacitated.
Travel insurance
Travel insurance
From stolen cameras to helicopters to hospital, this insurance protects the carefree holiday.

Let’s work together to achieve your goals:

Where is all my money going? I do NOT want to be reliant on credit cards.
Weddings, babies, holidays, renovations, private school fees.
From buying your first, to your fiftieth, we'll help you invest in property to accumulate wealth.
I've got debt for a very good reason, but I don’t want it to control my life.
I’ve got an idea, but I need to brainstorm and plan it properly.
I've worked so hard to get where I am, so help me be smart and protect my lifestyle and family.
It’s time to buy that yacht… maybe first I'll learn to sail.
I've passed on the good genes, and now it's time to figure out my estate plan.

How can we help you?

Download our case studies