Connecting an adviser with your children
How parents and advisers can work together to manage intergenerational wealth transfers. We’re told our time horizon shrinks as we age. This makes sense, because
April 22, 2024
Design the life you want.
Who we help
Whilst anyone can benefit from financial planning advice, we specialise in these areas:
Maximise Wealth
Benefit from financial planning by optimising your wealth, minimising taxes, and achieving your long-term financial goals with strategic guidance and risk management.
Retirees
Receiving the right advice can help ensure a stable retirement income, assist in managing your expenses, and preserve your wealth for a comfortable and worry-free retirement.
Families
Wealth Architects can assist in effectively managing your finances, establishing financial goals, and securing your future through proper budgeting, savings, and investment strategies.
How we help
Think architects, but for your wealth. This is what you can expect from working with us:
Discovery
Let's understand why you are seeking advice, your current position and where you stand financially.
Design
We spend a great deal of time understanding who, and what is important to you and help you design the life you want to.
Build
This is where we put into practice decades of combined experience and provide the blueprint to start building your ideal life. We do this by using strategies that are smart, safe and effective.
Project Manage
Our aim is to make the process as pain free as possible for you. From filling out paperwork to liaising with 3rd parties, we do all the leg work, implement everything, and keep you updated every step of the way.
Ongoing Partnership
Our process does not stop once we have implemented our plan. We'll continually understand what's important to you, keep you financially organised and accountable to the plan, and act as an ongoing sounding board.
Why us?
We are very good listeners and we take the time to understand you and what’s important in your life. You are different, so that requires a plan and strategy that is uniquely designed to suit you.
We leave no stone unturned in our process and we sweat the small things, so you don’t have to.
Design the life you want and let us take care of the rest.
- Retirement Planning: Crafting strategies to ensure a comfortable retirement.
- Investment Advice: Recommendations on asset allocation and specific investment products.
- Tax Minimisation: Advising on strategies to reduce taxable income legally.
- Superannuation: Guidance on managing and optimising super funds.
- Estate Planning: Ensuring assets are passed on and with minimal tax implications.
- Insurance: Recommending appropriate insurance including disability and income protection
- Debt Management: Strategies to manage and reduce debts efficiently.
- Wealth Creation: Advising on avenues for growing personal wealth
- Cash Flow Management: Helping clients budget and save more effectively
- Education Savings: Planning for future educational expenses
- Home Buying: Advising on home loans and strategies for efficient mortgage management
- Financial Goal Setting: Helping set clear, achievable goals and crafting paths to reach them
- Succession Planning: Ensuring a smooth transition of your business to your successors
- Assistance with Centrelink and Government Regulations/Legislations
- Advice on inheritance and tax minimisation
- Advice on large payouts for things like divorce or legal compensation
Recent Articles
The potential estate complexities of dying without a will
The potential estate complexities of dying without a will Having a legally valid will can go a long way to avoiding disputes over the division
April 22, 2024
Changes to superannuation contributions for the 2024-25 financial year
Super contributions are set to rise in the next financial year. The six monthly average weekly ordinary time earnings (AWOTE) were released on February 22,
March 22, 2024
Wealth Architects Quarterly Economic and Market Update December Quarter 2023
Quarter in review Markets rallied to close out the year as hopes of a soft landing once more came to the fore. Bond yields fell as central
March 7, 2024
Travel Finance: Essential Tips and Traps for Australian Globetrotters
Planning for your later years can be a daunting task, especially when it comes to deciphering the differences between retirement living, aged care, and the in-between options.
February 16, 2024
Smart Financing: Navigating the Complexities of Lending Money to Adult Children in Australia
Planning for your later years can be a daunting task, especially when it comes to deciphering the differences between retirement living, aged care, and the in-between options.
February 16, 2024
