We offer a bespoke service helping our clients navigate the complexities of their financial situation.
Get in touchTax planning is the process of evaluating your financial position, including work, assets and liabilities, before the end of the financial year. This is for the purpose of protecting yourself from tax surprises, and ensuring you’re implementing the appropriate strategies before 30 June to manage your tax position.
As well as the tax benefits you may achieve, it enables you to make well-informed financial decisions about the structure of your finances or business and make sure you don’t have any blind spots or leaks in your financial strategy.
Tax can look different depending on your situation in life, your age, or your assets. Therefore it is valuable to consider tax-planning regularly. Tax for a retiree, a landlord, or a business owner can look very different, and you may need to consult a financial planner and accountant to ensure you are across all the legislative requirements or benefits that may impact you.
Managing your superannuation fund will allow you greater flexibility later in life, and the earlier you start, the greater the improvement will be. Getting your super sorted doesn’t have to be overwhelming.
We will help to make sure your super is structured in a way that helps you create your dream financial future.
A sound investment strategy is not reserved for older people with existing wealth. This is a common misconception. Investing has a place in the financial strategy of people of all ages, whether it is shares, index funds or property investing!
Many people don’t invest because they don’t think they have enough or they are afraid of making a mistake.
It is important for people of all ages and financial capacities to have an investment plan to help build their financial future. We are experienced in investment management and will incorporate an investment strategy into your financial plan.
As part of our financial planning process, our advisors will work with you to understand your current financial situation and to develop goals that will create the foundation for your investment strategy.
Whether you are planning for a comfortable retirement, investing to achieve quantifiable savings goals, or reviewing the performance of your investments, our team understands that the decisions you make each day can significantly impact on your wealth.
We will work closely with you to understand where you are now in your financial journey, identify your wealth goals and offer investment strategies to reach your goals.
Everybody’s financial circumstances are different, which is why we develop a thorough estate plan tailored to your unique financial needs, wants and goals.
We know how important making sure your family is taken care of in case the worst happens to you. We will make securing your family’s future easy, so you can focus on enjoying your time with them.
We can help you to:
- Distribute your assets in a way that minimises tax obligations
- Create a thorough and legally binding will
- Ensure you are taken care of in the case of a loss of mental capacity
- Understand how estate planning factors into your financial plan
- Sleep easy at night knowing that everything is protected
One of the key roles of a financial advisor is to guide clients through major life changes. Advising someone who’s going through divorce can help them gain a better understanding of their cash flow, expenses and their assets and liabilities.
Making sure both are aware of what is in question to split and assist both parties to recognise what is a fair share. For separating/ divorced/ newly single parents, it’s important for them to create a financial plan early on – to ensure that all the family’s needs are met.
Our goal is to improve entry to aged care for residents and their families through expert financial advice that delivers better outcomes for our clients.
We offer advice on:
- Your entitlements to government pensions and other related benefits
- Retaining or selling your home and other assets
- How to minimise the costs and tax consequences of aged care
- The options available for funding your aged care entry fees costs and how to structure your accommodation payments
- An evaluation of all your aged care options so you make an informed decision
See how we can help you. Contact our team today.
AGR Wealth provides bespoke and highly personalised advice to clients. Our passion is to help clients navigate the complexities of their financial situation by building meaningful relationships and being a personal sounding board for our clients.
968C ALBANY HIGHWAY, EAST VICTORIA PARK WA 6101
Phone: 0400 967 811
Email: antonio@agrwealth.com.au
