Frequently Asked Questions

Please view the below video in which Tony addresses some of our most frequently asked questions.
  • How do you disclose fees and potential conflicts of interest?
  • Do you take a global perspective when considering my investments?
  • How do you determine the target return for my portfolio?
  • How do you manage risk?
  • Do you ensure that the technology you use is state of the art?
  • What should my expectations be when I work with Catapult Wealth?
  • How should I measure your advice?
  • How should I measure the success of our partnership?

Life After Work

When you give up work many things change. The opportunity to reduce tax is greater, but usually some re-structuring of your portfolio is required.

Find out more >

Wealth Protection

Ensuring your asset ownership structure is optimal and that you have suitable insurance in place is central to effective asset protection.

Find out more >