– About –

Wealth Management

Wealth Management is the process of identifying your financial goals and tailoring an investment path to help you reach financial freedom.

Wealth Creation – your success is our success. We will work with you towards achieving your financial goals. Our wealth management team can implement strategies that help you create and manage wealth, regardless of your stage in life.

Who could our Wealth Management service benefit?

Our Wealth Management service represents a good offering for:

High net worth investors

Seeking a holistic approach to their established portfolio. Suits the client wanting a one stop shop.

Client requiring holistic advice

Existing portfolio and wanting a single manager to co-ordinate all the services required of their portfolio, i.e financial advice, tax, accounting, estate planning, risk management, SMSfs.

About Wealth Management

Our wealth management service is popular for the following reasons:

We notify and advise you of opportunities

Our active portfolio managers provide you with suitable investment opportunities as they arise.

Holistic approach

As the single manager of your portfolio, we co-ordinate all services related to your portfolio for you. This includes financial advice, accounting/tax, retirement planning, legal/estate planning and risk management advice.

Take control

Take control of an often tangled financial web of products and services. We lay out your options, steer you away from bad ideas and help you make sense of what can be a tangled web of financial concerns.

Wealth Management | Our Services

We offer a number of wealth management services including:

Superannuation advice

Let us assist you with establishing a tax effective investment structure for the accumulation of your retirement savings and investments.

Retirement planning

We can assist a financial planner in organising your finances and planning for your retirement.

Estate planning

We can assist a financial planner to ensure your estate is structured and distributed according to your wishes.

Investing for your children and grandchildren

It is never to early to establish an investment plan and portfolio for your loved ones.

How we can help grow your wealth

Superannuation Advice

Superannuation is a tax effective investment structure for the accumulation of retirement savings and investments. It’s never too early to start planning and saving for your retirement.

Things to Consider about Super:

  • Transferring your super to one account
  • Making personal super contributions
  • Super contributions caps
  • Salary sacrificing
  • Government Super Co-Contributions
  • Check your super affairs annually
  • Find any lost super using SuperSeeker
  • Insurance through Super
  • Seek personal advice

We can refer you to a suitably qualified Financial Planner who can review your existing superannuation arrangements and recommend if changes would be beneficial. Advice can also be provided on setting up and managing a Self-Managed Superannuation Fund.

Estate Planning

While many of us don’t like to think about death, it is important to start thinking about estate planning. Estate planning advice is essential to ensure that your assets are distributed according to your wishes when you pass away. It is also important to consider how your Estate plan will impact on your family. If not implemented correctly, there may be adverse consequences for your intended beneficiaries.

We can refer you to a suitably qualified Financial Planner who can help you with the preparation of your will, and other essential estate planning documents and structures. It is also important that these documents are reviewed regularly and are up to date.

      • Preparing a Will
      • Appointing an Executor
      • Asset distribution
      • Superannuation death nominations
      • Trusts (Testamentary/Discretionary, Family)
      • Enduring powers of attorney and living wills
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Retirement Planning

Our team can refer you to a suitably qualified Financial Planner who can help you understand your options and develop a plan to organise your finances to help fund your retirement. It is essential to have a retirement plan appropriate for your age, personal circumstances and risk profile. Even if you are many years from retirement, it’s never too early to start planning for a comfortable retirement.

Good retirement planning is both tax effective and investment effective.

Are you ready to retire?

  • Transition to retirement

Will your money last?

  • Retirement Income Streams
  • Will you get a pension?

How do I start my retirement?

  • Goals for your next stage of life

For everything you need to know about achieving your goals in retirement, contact us to find out how we can guide you as you approach retirement.

Investing For Your Children or Grandchildren

Becoming a parent or grandparent for the first time changes everything. While investing may not be the first thing on your mind when you meet the newest member of your family, it should be something that you start planning for sooner rather than later.

  • Giving the gift of education
  • Investing for their future
  • Setting them on the path for financial success

The team at iInvest can help you build an investment portfolio for your child or grandchild, that will growth as they do. Whether it be to fund their education, help pay for their first car or just to set them on a successful financial path for their future, iInvest can help to incorporate your goals for your children into your overall financial plan.

Contact us to find out how easy it is to invest for your child’s future.

Note

Financial products cannot be held in the name of a minor (with the exception of a savings account). Investments for a minor are held in trust for the child. A parent or grandparent will be listed as the trustee for the child’s investments. Once the child turns 18, the investments can then be transferred into the child’s name.

Want to discuss your options?

Get in touch