Strategies and Structures

There are varieties of strategies and structures available to manage your wealth. We customise the wealth management strategy based on the client’s situation.

We can assist you to establish, interpret and understand the tax implications of the documents that relate to estate planning such as will and power of attorney.

The strategies and structures that we can provide to you are broadly fall into the following categories:

• Strategic Tax Planning
• Gearing
• Superannuation
• Asset Allocation
• Risk Management
• Portfolio Management
• Review Services
• Government Services and Assistance
• Risk Protection
• Estate Planning

Strategic Tax Planning

We provide comprehensive advice on tax planning and assist you in all aspects of tax planning to minimise the tax impact on your financial life.

Gearing

We provide comprehensive advice on gearing to assist you with your investment decisions.

Superannuation

As superannuation is one of the best ways to save for retirement, we can provide comprehensive advice on the rules and options for contributing to superannuation.

Asset Allocation

We can provide comprehensive advice on asset allocation.

Risk Management

We can assist you in analysing, structuring and managing your risks.

Portfolio Management

We can assist you to management your investments portfolio.

Review Services

We can assist you by reviewing your existing situations to ensure you have the best wealth management strategy.

Government Services and Assistance

We can assist you with registration with the variety of government agencies that are impacted by your business.

Risk Protection

Once we have identified the risks associated to your wealth management, we can assist you with risk protection.

Estate Planning

We can assist you to establish, interpret and understand the tax implications of the documents that relate to estate planning such as will and power of attorney.