-
Lifestyle Planning
- August 5, 2022
- Posted by: admin
- Categories:
No CommentsYou may be closer than you think to living the life of your dreams. We work closely with you to create a money management plan, so you can design your goal-lifestyle and live stress free.
-
Financial Advice
- August 4, 2022
- Posted by: admin
- Categories:
Good financial advice is tailored to suit your financial needs. Great financial advice encompasses your lifestyle goals, career aspirations, and dreams for the future.
-
Salary Packaging
- August 1, 2022
- Posted by: admin
- Categories:
Smart Wealth Financial Solutions is a company providing financial advice including salary packaging advice to many employees who are fortunate enough to work for organizations that include packaging as part of their remuneration agreements.
-
Debt Management / Reduction
- July 31, 2022
- Posted by: admin
- Categories:
We will work with you on a strategy to pay down personal, investment and business debt and ensure this is structured tax efficiently. This sometimes involves some money coaching and conversations around spending habits and keeping you accountable to your plans.
-
Superannuation Advice
- July 30, 2022
- Posted by: admin
- Categories:
Superannuation provides a minimally taxed environment to save for your future. By investing within the superannuation effectively, we can help you reduce your tax liability and boost your financial position – allowing you to live the life you love in retirement.
-
Retirement Planning
- July 29, 2022
- Posted by: admin
- Categories:
This is the process leading up to retirement where we look at maximizing your contributions using a number of different strategies and establish how much capital and income you will require for your retirement.
-
Redundancy, Inheritance & Lump Sum Advice
- July 28, 2022
- Posted by: admin
- Categories:
We can assist you in managing your inheritance and having this work towards your long-term goals and objectives. Whether this is to pay off debt, invest for your future, provide an income stream, or look after dependants, we will help guide you through the decision-making process to give you the best options, as we understand this can often be an overwhelming time.
-
Divorce
- July 27, 2022
- Posted by: admin
- Categories:
If you are thinking of, going through or have been through a separation or divorce, we can help you rebuild yourself financially and empower you with the ability to make financial decisions on your own.
Contact us at the Consulting WP office nearest to you or submit a business inquiry online.