Australia

Combining technical knowledge with a real interest in you and your ambitions, our advisors develop wealth creation, retirement and self-managed superfund strategies that encompass far more than just money management and investments.

As part of a full-service firm, our Wealth Advisors work closely with our Business Advisory and Tax teams to understand the interaction between your investments, transactions, tax planning and ownership structures. This end-to-end model ensures the most tax-effective and profitable outcome for your business and personal wealth.

10 Steps to wealth accumulation

  1. Use appropriate legal structures to protect your assets and minimise tax
  2. Keep your accounting and tax compliance up to date
  3. Reduce your tax liability through tax planning and tax effective investing
  4. Plan, manage and invest your cash flow
  5. Ensure all your loans are tax effective
  6. Apply discipline to investment decisions
  7. Use superannuation to build a tax-free income in retirement
  8. Protect your major asset – your income earning ability
  9. Use life insurance to safeguard your family’s lifestyle in the event of a tragedy
  10. Devise and implement an estate plan to minimise tax for your beneficiaries

Wealth Creation Strategies​ Specialists

Latest insights from our Wealth Creation Strategies​ team

Can income protection cover mortgage payments?
14 July 2022 | Minutes to read: 2

Can income protection cover mortgage payments?

You worked tirelessly to own your dream home, but you’ve suffered an injury or illness that prevents...
Investing during market volatility
15 June 2022 | Minutes to read: 4

Investing during market volatility

A client concerned about investing during market volatility asked, “Why wouldn’t I just throw all my money...
How will COVID-19 impact my insurance coverage?
17 February 2022 | Minutes to read: 2

How will COVID-19 impact my insurance coverage?

For two years, COVID has disrupted our lives, our short-term goals and achievements. But what impact has...

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