Financial Planning

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Tax Advice

Need to Know

For the majority of clients, properly structured, tax-effective investment strategies will make a significant difference to your future net wealth position. Our significant experience in advising the clients allows us to develop tailored investment strategies incorporating both financial strategy (and structure) and investment strategy (asset allocation).

Working in conjunction with Hejaz Accounting, we will ensure your financial strategy is consistent with your objectives and takes full advantage of tax effective structuring of your affairs. Components of such strategies may include:

> Superannuation contribution and pension strategies

> Family Trust structures

> Self-managed superannuation strategies

> Tax effective estate plans and intergenerational wealth transfer

Tax Advice

How Does it Work

Through getting to know you, your situation and your financial aims, we will develop a tax reduction plan tailored to your needs.

Step 1

We meet to establish an accurate picture of your financial situation and where you are now. Most clients use this opportunity to get advice about other financial areas as well, not just tax advice.

Step 2

We identify your financial objectives, setting clear goals of where you want to be and formulating a plan.

Step 3

We implement strategies, actions and investments to ensure you meet these goals. Our specialist team are well experienced in investing and will work with you to incorporate a range of investment strategies into your personal tax reduction plan.

Tax Advice

What are the Benefits to Me?

Expert Advice

Tailored Solutions

Lasting Relationships

Investment Flexibility