Wealth Protection

Protecting your wealth is a key objective for all investors. Many find themselves financially exposed through inappropriate structuring of their investments. Ensuring your asset ownership structure is optimal and that you have suitable insurance in place is central to effective asset protection.  Estate planning should also be considered when thiinking about Wealth Protection.

We can offer a comprehensive review of all your Life, TPD, Trauma and Income Protection Insurance needs, as well as reviewing your existing portfolio to legally minimise your tax liabilities (including the tax on capital gains).


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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.

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Wealth Strategies

We believe that ‘direct investment’ is a transparent and cost-effective investment model.

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