Wealth management in its purest sense is a combination of financial planning and investment management, with the goal of growing and protecting long term wealth. We understand that each of our clients has a unique set of circumstances, so we take the time to discuss the options available and formulate a specifically tailored strategy accordingly.
Australia has total superannuation assets in the trillions of dollars, making superannuation one of the most important wealth creation and retirement planning vehicles. With this figure ever increasing, we expertly integrate a clients superannuation fund into their broader financial planning and wealth management strategies.
Self Managed Superannuation Funds (SMSF)
We are able to assist you through all stages of an SMSF, including fund establishment, investment management, financial statement preparation and lodging tax returns.
An important aspect of wealth accumulation, retirement and ultimately generational wealth transfer , asset protection proves to be an important consideration for most. In conjunction with a clients accountant and solicitor, we can address this issue where applicable.
Life can be unpredictable and protecting what you’ve worked so hard to achieve is an integral step in the wealth management process.