Wealth Advantage offers a single point of contact for our professional financial planning services designed to manage your financial future.
Through superannuation and investment we can assist you with tax effective ways of creating wealth for retirement. We can advise on contribution levels, salary sacrifice and investment strategy.
Depending upon your individual circumstances, gearing, or borrowing money to invest may be appropriate. The borrowed money may be invested in a number of ways, including direct shares, property and managed investments. We advise on the appropriateness of gearing in achieving your goals and objectives.
In providing financial advice in relation to debt management, Tim Sullivan brings a great breadth of experience from his previous role as General Manager of Retail Banking at the National Australia Bank in WA.
Retirement planning involves organising your assets and savings into a plan that will meet your goals for retirement. When it comes to choosing how to structure your investments in retirement, it is important that your savings are invested in a tax effective way while still maintaining flexibility to cover any unforeseen changes in your circumstances. We advise on retirement income streams for your circumstances.
Managing your day to day finances can be a complex task. Cash flow management is a core skill to creating wealth. We advise on easy ways to manage your daily finances.
With thousands of managed funds on the market, Wealth Advantage can help you to choose a fund that reflects your risk profile with access to investment managers who have extensive research facilities and experience.
An effective Estate Plan protects your savings by tax‐effectively passing your assets upon death, to your intended beneficiaries in accordance with your wishes.
We advise on the many types and levels of personal insurance to suit your circumstances. We can show you how to protect your assets and family against unplanned events.
We specialise in the area of SMSF’s as a wealth creation, protection and distribution vehicle. We can advise on the suitability for a client’s circumstances, strategies to maximise their use and assistance with annual compliance obligations in line with ever changing legislation.
The complexities of establishing and managing investments within these funds can be challenging. We can streamline the annual administration services from set up, to annual accounts, tax returns and audit to meet your needs via our platform or an external portfolio administration service.
We also work closely with our professional partners who can act as the administrators and auditors or the SMSF.
The Australian Government offers a range of services and payments to support eligible people in retirement including Age Pension, Concession card and Commonwealth Seniors Health Card. We can advise on the eligibility and structuring of personal finances to maximise these benefits as well as liaising with Centrelink on your behalf.