Abbotts Wealth Management is owned by staff and management and as such, we are not beholden to any parent company or financial institution. Our advisors are very well qualified and have decades of experience in advising and guiding clients. During this time, we’ve helped many people significantly improve their financial independence and security.
We are in business to serve our clients first and foremost and any strategy or product recommended is chosen as it is in our client’s best interest, not because it pays any commission or incentives. Our team provides you with the expertise in the areas of wealth management that it is not practical or economical for you to personally develop yourself.
Our role is to be a specialist advisor to help you take advantage of the opportunities that you create during your financial life cycle and avoid the pitfalls that accompany those opportunities and life in general.
As your expert partner, we guide you to achieve
This is a complex and difficult job and requires specialist expertise and the formation of a long, close and trusting relationship.
We are very transparent and open and we work collectively with our clients to develop strategies and recommendations to help them achieve their lifestyle and financial objectives at a reasonable and fair cost.
We provide a vast array of services that help you generate, protect and preserve your wealth which broadly fall into the following categories:
Wealth Creation Strategies
A diversified range of listed investments to increase your wealth creation potential
-
Retirement Strategies
Personalised advice and strategies for a smooth transition into retirement
-
Debt Management
Offering alternatives and advice on ways to manage your budget and utilise the equity in your home to create wealth
-
Insurance Policy Analysis
Researching approved insurance policies for specific suitability and cost effectiveness to match your personal situation
-
Tax Minimisation Strategies
Provide you with options and alternatives to minimise your various tax liabilities, look for any available ‘tax advantages and ensure that your super and investments are structured correctly
-
Superannuation Advisory Service
Pre and post retirement strategies to ensure your financial security in retirement
-
Self-Managed Superannuation
Providing advice on the implementation and ongoing maintenance of Self-Managed Superannuation Investment strategies
-
Risk Management Analysis
An analysis of your current situation to provide lump sum funds in the event of your accident, illness or untimely death…!
-
Budget Planning
Assist you to analyse your current spending patterns to determine any opportunities available with your ‘surplus or shortfall’
-
Comprehensive Estate Planning
a plan to ensure that you have ‘the right money, in the right hands, at the right time’
Contact Abbotts today to learn more about our wealth management services
Please fill in the form below and one of our staff will be in touch.