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Wealth Management

Prioritise your wealth and your lifestyle

We have a solid working relationship with a number of wealth managers and solicitors, this allows our firm to assist with:

  • Wealth Management
    • Determining your financial health
    • Decisions as to where or how to invest
    • Decisions as to what (if any) insurance products are right for you
    • Superannuation planning and choice of superannuation funds
  • Succession Planning
    • Drafting a Will to achieve your desired division of assets after death after taking into account your existing group structure and any taxation consequences that may arise
    • Ensuring all Trust Deeds and Company Constitutions are in order
    • Ensuring all Death Benefit Nominations or Reversionary Pensions are correctly documented

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