FAMILIES

 

We help families to create a lasting legacy for the next generation. We advise on the best ways to structure their assets and direct their income to ensure their wealth grows and is protected for the future.

PROFESSIONALS

 

We work with highly driven professionals who are time poor. We help them plan and take steps to ensure they achieve their goals sooner and eventually making work a choice rather than an obligation.

BUSINESS

We work with businesses, from start-ups to grown ups. We advise on cash flow, tax planning, structures, financing, insurance, succession, diversifying income, and much more. We also link them with key professionals.

MEDICAL 

 

We work with all medical professionals from doctors to dentists. It is a demanding profession so we help them plan and manage their financial affairs so they can focus on their career and what matters most.

EXPATRIATES

 

We help clients who are leaving
or coming to Australia. We guide them through all the key issues to consider. We then structure their assets in the best way to minimise tax. We also deal with super and pension transfers.  

ATHLETES

We help professional athletes to preserve their lifestyle beyond their sporting career. We guide them through the pitfalls of the spot light and make sure their money is working for them so their family and future is secure. 

Our Services

Cash Flow & Budgeting
Retirement Planning
Investments
Superannuation & SMSF
Finance & Debt Management
Tax Planning
Insurance
Estate Planning
Property
Legal Services
Business Advice
Family Financial Planning
Aged Care
Centrelink
Expatriate Financial Planning
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This advice may not be suitable to you because it contains general advice which does not take into consideration any of your personal circumstances. All strategies and information provided on this website are general advice only. Please arrange an appointment to seek personal financial and taxation advice prior to acting on this information.

 ©2016 WHOLE WEALTH

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