| |
|
|
Forge Ahead
You have no children, or they have left home and
you are
focused on building wealth.
You may want to borrow to invest, consolidate your debts and super, insure your income to safeguard your lifestyle and maximise your savings to fund holidays. You may be looking to purchase your first property, or downsize from the family home. Your goal is to make your money work harder so you don’t have to.
Anchor Yourself
You have children and would like to get ahead your finances
and secure your family's future.
You would like advice on how to reduce your debts, save for your children’s education, insure your income and assets and protect your family in the event something happens to you. You may be looking to buy your family home, simplify your superannuation arrangements, and one of you may want to work less to spend more time at home with the children.
Sailing Through Tough Times
You have experienced a divorce or lost your spouse and
need to get back on track.
You need to streamline your finances, adjust to a single income, save for your children’s education, insure your income and assets and protect your children in the event something happens to you. You may also be looking for advice on how to effectively utilise life insurance payouts or settlements.
Plotting Your Course to Parenthood
You plan to start a family soon and want to get organised so you
can focus on the things that really matter.
You are planning to have children in the near future and would like advice on how to invest for the future, potentially buy your family home, reduce your debt and take charge of your super. You may want to create wills to protect each other and your future family in the event something happens to you and take out adequate insurance to protect your income.
Cruising Toward Retirement
You plan to retire in the next five years and want to make the most
of your income and savings.
You are actively planning your retirement and would like to know how to make the most of your income and superannuation, build investment savings leading up to retirement and insure your capacity to earn. We can also advise you on how to minimize tax and use non super savings to boost your retirement benefits.
Enjoy the Journey
You've reached retirement and you want to make your money last
to support the lifestyle you've earned.
You are ready to retire or may have already retired and you want an income, and the security of knowing your funds will last. You may be wishing to help out the grandchildren, fund travel and leisure, or find out about making the most of government entitlements. We can also help you review your will, minimise tax and build investment savings.
Meridian Private Wealth
Designed for the discerning investor, our private wealth package gives you access to a high level comprehensive advice, tailored to suit a range of needs.
- Advice on all aspects of SMSFs, from assessing the benefits and assistance with set up to ongoing service and maintenance.
- Individual cash management solutions, including Term Deposit products.
- Access to a diverse range of investment styles, including Wholesale Managed Funds, Structured Products, Separately Managed Accounts, Wrap Accounts and Direct Shares.
- Tailored Advice on all aspects of taxation, including tax effective investment strategies.
- Advice on borrowing to invest and margin lending.
- Comprehensive insurance analysis.
- Guidance on appropriate Estate Planning strategies to ensure tax efficiency and maximum protection of assets.
We will review your needs and goals frequently to ensure you are utilizing the appropriate strategies, and you will have exclusive access to the practice principal.
Contact us to discuss which one is right for you.
|
|
