Wealth strategy

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Wealth strategy

Managing and structuring financial affairs in today’s world is a complex process. Business owners and professionals need to balance choices between reinvesting in the business to drive growth, provisioning for future retirement incomes, repaying personal and business debt, paying for kids’ education and enjoying a few lifestyle luxuries.

Forvis Mazars offers a comprehensive approach to financial planning and investment advice. We understand that you have put tremendous effort into building your lifestyle, and we take pride in developing the plan to help you grow and protect it.

In this complex environment, it’s important to have a trusted adviser who, with visibility of your business affairs and an understanding of your lifestyle goals can help develop an overarching strategy and appropriate structures that create, preserve and protect your wealth.

Forvis Mazars Wealth Strategists are licensed to provide the following services:

Cash flow and debt management

  • Setting budgets and monitoring cash flow
  • Strategies to accelerate debt repayment, restructuring and managing debts
  • Salary packaging advice

Superannuation

  • Strategic advice regarding superannuation legislation
  • Contribution (getting money into super) strategies
  • Superannuation specific investment advice
  • Self-managed superannuation; structural, investment and legislative advice

Tax effective investing

  • Advice on shares and managed investments
  • Portfolio construction and management
  • Strategic property investment advice
  • Investing via trust and company structures
  • Wealth creation strategies for high income earners
  • Gearing / home equity strategies

Wealth protection and estate planning

  • Life insurance, TPD, trauma and income protection advice
  • Business succession planning including Buy/Sell and Key man
  • Estate planning and asset protection advice

Strategies for business owners

  • Insurance planning strategies specific to business owners
  • Key-man Insurance
  • Buy-Sell Agreements, structuring and implementation

Retirement planning

  • Retirement lifestyle planning
  • Strategies to minimise or eliminate tax in retirement
  • Superannuation pensions / lifetime income streams
  • Investment portfolios specific to funding retirement income
  • Maximising Centrelink entitlements

Other services

  • Advice regarding redundancy packages
  • Dealing with disability payouts tax effectively
  • Dealing with inheritances
  • Strategies for philanthropy and charitable giving
  • Lifestyle planning/consulting on important financial decisions

 

 

What financial products are we authorised to provide?

Forvis Mazars is authorised provide financial product advice and deal in a financial product, to retail and wholesale clients, in relation to the following financial products:

  • securities – meaning listed shares e.g ASX shares;
  • superannuation, whether self-managed, personal super or corporate super;
  • interests in managed investment schemes including investor directed portfolio services – these are managed funds, master trusts and “wrap” accounts;
  • standard margin lending facilities;
  • retirement savings accounts (“RSA”) products;
  • debentures, stocks or bonds issued or proposed to be issued by a government;
  • deposit and payment products; and
  • life products including investment life insurance products and life risk insurance products.

Our advisers are across the latest legislative developments and are specialists in their fields. They will guide you through a process to clarify your goals, whilst understanding your business and personal situation, they will demonstrate various scenarios through financial modelling software to provide the big picture of recommended strategies to give you peace of mind for the future.

If you would like to know more about our wealth strategy services contact one of our specialists via the form below:

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Information that is provided on this website is general in nature and does not constitute financial advice. Every effort has been made to ensure that the information is accurate, but information may become outdated as legislation and new government announcements are made. Individuals should not rely on this information to make a financial investment decision as it does not take into account their personal circumstance. Before making any decisions, we recommend you consult a licensed advisor to take into account your particular financial situations and needs.

 
Forvis Mazars Wealth Strategists (Qld & NT) Pty Ltd and its advisors are Authorised Representatives of Radius Wealth Pty Ltd ABN 32 644 248 448 | AFSL 530 266

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