WHY CHOOSE US?
We are YOUR Wealth Team. We guide individuals like you to make informed, confident and inspired financial decisions for your family and business, so you can lead the lifestyle you deserve. Our team are highly experienced, and experts in all areas of financial planning to assist you now and as your wealth grows. We also have key relationships with experts in other areas including finance, estate planning, accounting, general insurance and property advocates.
Financial planning is often the last thing you think about. It is generally not discussed at home, with family or friends or at work. However a well-considered and structured financial plan can help you see the big picture and set short and long term life goals. When you have a financial plan, it's easier to make financial decisions and stay on track to meet your goals. Working with Your Wealth Team can secure your financial wellbeing and give you peace of mind and help you reach financial planning success.
Our experienced team can help you in wide variety of areas, including:
Cash Flow Management
Let us take the stress out of your business finances by helping you to understand your income and expenditure. We can help you build a budget to suit your personal and business needs.
Investing is a great way to grow your wealth. But with so many strategies available, it can be hard to know which is right for you. Let us assess your short and long term goals to suggest the best mix of investments for your needs.
Planning ahead is the best way to ensure you have a comfortable retirement. We can help you maximise your Superannuation Benefits and other Investments as well as Centrelink planning to enjoy the retirement you deserve.
Self managed super funds
If you would like to be more hands-on with your superannuation, you may choose to manage your Superannuation yourself. We can help you with Advice on whether a SMSF is right for you, investment strategies unique to SMSFs and assist with the right professionals to set up and help manage your fund.
Insurance is your best protection against those things in life that you can't predict. Get comprehensive advice on a variety of personal and business Insurances, with structures to suit your lifestyle with premiums to match your budget.
It's never easy planning for the end. We can help you prepare a well executed Estate Plan that ensures the right assets go to the right people at the right time, in an efficient and tax-effective manner.
Heading into your golden years presents many opportunities but can also offer challenges. We can help you or your loved ones to plan ahead for moving to retirement accommodation or assisted living facilities.
Grow your wealth with investments that align with your environmental, social and ethical values.
In this special report, our Head of Professional Standards & Technical Services, Craig Meldrum, looks at the key takeouts from the federal budget and what it means for individuals and businesses, for tax, superannuation and social security
Your Wealth Team is your new home of professional financial advice in Port Melbourne. Our expert team has decades of experience helping individuals, families and businesses make the most of the savings and grow their wealth.
NEED TO GET YOUR FINANCES IN ORDER?
Get in touch today to start your journey to financial freedom.