The structure of your personal finances along with the decisions you make can have a significant impact on the outcome of your personal wealth.

When armed with the right advice, our clients find themselves in a better financial position to achieve their life goals.

Our Wealth Advisory service encompasses far more than just money management and the placement of investments. We take a holistic approach to your situation, taking the time to really get to know you, your unique circumstances and your goals and ambitions.

Our wealth advisors work closely with our business advisory and tax teams. This allows them to analyse how investment strategies and transactions interact with tax planning and ownership structures to affect both your personal wealth and business.

With a multi-skilled team and high ratios of financial planners to clients, we are committed to providing the highest standard of service to our clients.

You will be appointed a dedicated advisor who is on hand to answer any queries, along with regular meetings and comprehensive reports covering portfolio performance.

In doing so we help our clients to make smart decisions about their money and ensure they maintain their chosen lifestyle.

  • Wealth creation strategies
  • Financial and strategic advice
  • Portfolio administration
  • Self managed superannuation fund compliance and strategies 
  • Estate and succession planning
  • Risk management and life insurance advice

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All the Latest From Our Wealth Advisory Team

Multiple employers forcing you to exceed your super cap?

Posted By William Buck News on 03/12/2018 10:27:32 pm

When someone is employed, their employer is required to contribute 9.5% of their salary into super, to a maximum of $25,000 per annum. The problem…

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SMSFs lowest in a decade

Posted By William Buck News on 03/12/2018 10:14:33 pm

According to ATO historical figures, the number of SMSFs being set up is at the lowest level in a decade. So, what’s the reason for…

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Boom or bust Property traps in retirement

Posted By William Buck News on 07/08/2018 06:49:39 am

As retirees look to other sources of income to supplement their retirement, many older Australians may be considering riding the coat tails of ‘generation rent’,…

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The benefits of having equal super balances

Posted By William Buck News on 06/07/2018 12:57:42 pm

It’s not uncommon for members of a couple to have very different super balances. Depending on a person’s age, income, working days and level of…

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