WEALTH MANAGEMENT

Wealth Management Services

Wealth management is a high-level professional service we provide to high net wealth clients that require the full range of holistic advisory services including accounting, taxation strategies, financial, investment and personal risk management advice and products.

It is a consultative process with each client and we will provide input to the design and implementation of multiple solutions that suit the clients requirements.

It would include estate planning discussions and design of a Will and may include Testamentary Trust provisions.

All clients receive individual planning strategies in multiple areas to achieve a bespoke approach to wealth management.

The goal of wealth management is to sustain and grow long-term wealth.

WHY US?

  • Members of Chartered Accountants ANZ and Financial Advisors
  • 30+ years in financial services, commercial and public practice
  • Licensed for Taxation, Audit and Authorised to provide Financial Advice
  • Authorised to provide Personal Financial Advice with appropriate taxation advice and guidance
  • Extensive experience with large and small business, family trusts, partnerships, SMSF’s, deceased estates and business restructuring
  • Specialise in self-managed super funds and provide accounting & tax, financial advice and audit services
  • Asset Management and Investment Advice
  • Personal Risk Insurance

  • Deposit Products
  • Managed Investments including Unit Trusts, Investment Bonds, Direct Shares, Property Trusts, Growth Funds, Balanced Funds, Indexed Funds and Cash Management Accounts
  • Share Market Investments
  • Tax Effective Investments
  • Superannuation, including Allocated Pensions, Rollovers, Personal Superannuation, Company Superannuation and Self Managed Superannuation Funds
  • Retirement Planning including aged care and estate planning
  • Life Insurance Products, including Annuities, Term Insurance, Income Protection, Trauma and Total and Permanent Disability Insurance
  • Investment Bonds
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North Financial Planning for tax-effective investment strategies

Paying taxes is an important legal requirement but by investing tax efficiently you can aim to make the most of your available tax allowances and incentives. Speak to us how.
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