Our firm believes in long term relationships with our clients, emphasising strategic financial planning. We are licensed through Apogee FP, with 2 CFP and Quality Advice accredited advisers in our practice & combined experience of over 30 years. Along with 4 support staff, they make a formidable team!
We specialize in strategic planning for executives, high net worth individuals & business owners. Working with them to identify their financial objectives & once there is clarity in this, we structure their finances, investments & insurance portfolios so that their goals can be achieved. Our ultimate goal is helping them reach their short & long term financial goals through structured planning & implementation.
Our company also advises a large number of Corporate Superannuation clients from both the HR and member's side. This includes advising on Employee Benefit Programs such as their Group Insurance and salary packaging. Our clients include large multi-national companies specializing in IT outsourcing.
We also work with clients & their other professional advisers to ensure the right Estate Planning structures are in place. In our experience, while most people recognize the importance of protecting their assets and families in case of death, they do not take time out to document how these assets are divided when they pass away. Implementing an appropriate Estate Plan ensures tax effective distribution of assets built up over a lifetime and is easily done through documents like Wills, Trusts or Power of Attorney.
Company Details
- Employees
- 3
- Address
- Martin Pl, Sydney,new South Wales 2000,australia
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- wealthca.com.au
- Keywords
- Corporate Superannuation, Estate Planning, Business Succession, Tax Planning, Wealth Protection, Gearing & Investments, Retirement Planning, Strategic Financial Planning.
- HQ
- Sydney, New South Wales
Wealth Creation Advisors Questions
Wealth Creation Advisors's website is wealthca.com.au
Wealth Creation Advisors's LinkedIn profile is https://au.linkedin.com/company/wealth-creation-advisors
Wealth Creation Advisors has
3 employees.
View email and phone details for 3
employees at Wealth Creation Advisors.
Wealth Creation Advisors's industry is
Financial Services
Wealth Creation Advisors's top competitors are
Pgfs Pty Ltd,
Wealth Evolution Financial Planning,
Centra Wealth Group,
Azari Financial Advice,
Precision Wealth Advisers Pty Ltd,
Bam Financial Planning,
Plus 7 Financial Management,
Hopscotch Wealth,
Lincoln Wealth Advisers,
Leading Advice.
Wealth Creation Advisors's categories are Financial Services
