Wealth Management

OVERVIEW

Whether it’s ensuring a smooth transfer of wealth from one generation to another, or strategic financial management, estate planning, or pension planning, we can tailor our services to your specific needs.

01 INVESTMENT

  • Investment portfolio construction
  • Investment tax structure advice – individual, partner, company, family trust
  • Regular investment plan
  • Regular payment plan from lump sum investment
  • Gearing and margin lending
  • Education funding
  • Annuity
  • Inter-generation wealth management

03 TAX PLANNING

  • Investment tax structures
  • Tax effective strategies
  • Future personal tax planning
  • CGT planning
  • Small business CGT planning

05 SUPER & SMSF

  • Super consolidation
  • Super platform comparison and selection
  • Super investment portfolio construction/review
  • Contribution strategy
  • Establish SMSF
  • SMSF investment strategy
  • Wind up SMSF

07 ONGOING SERVICE PROGRAM ASSIST CLIENTS IN MAKING EDUCATED DECISION

  • Assist clients in making educated decisions
  • Regular review of financial strategy and portfolio
  • Ad-hoc adjustments as a result of changing superannuation rules, taxation, social security rules etc
  • Adjustments as a result of personal situation changes
  • Keep appropriate investment discipline during volatile markets
  • Facilitate with other professionals

02 INSURANCE 

  • Review existing insurance policies
  • Life cover
  • Total and Permanent disability cover
  • Trauma/critical illness cover
  • Income protection
  • Business expenses cover
  • Key man insurance
  • Buy-sell agreement

04 CASH FLOW & DEBT

  • Cash flow analysis & budgeting
  • Debt consolidation
  • Repayment strategy
  • Debt projection
  • Debt recycling

06 RETIREMENT PLANNING

  • Contribution strategies to boost up retirement savings
  • Super/pension investment portfolio review and construction
  • Retirement projection and gap analysis
  • Set up pension income streams
  • Age pension
  • Annuity
  • Aged care
  • Estate planning

訂閱財稅要聞

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