Wealth Planning

SMSF | A summary of what you need to know

We have produced a short summary to describe the key factors involved in establishing an SMSF. Please note that this summary does not constitute financial advice. If you want to know more about SMSF’s you can find out more info here:

Strategic Financial Consultations for Property Investors

Everyone goes (or should go) once a year to their Doctor for a health check. However, very few people consider a Strategic Financial Consultations (SFC) on their property investments, wealth creation or financial planning goals.

A Strategic Financial Consultation is a holistic review of your wealth creation goals, taking into account issues around tax, asset protection, estate planning, finance and structures, to assist you in meeting your objectives.

The results and feedback are provided to you, either to confirm that your property finance is in good shape OR that it is not and that we can then make appropriate recommendations as to how they could be improved upon.

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