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
