Financial Planning
Superannuation
Whether you have a Retail, Industry or Self-Managed Super Fund (SMSF), we can help you! WealthMaker can assist to identify which super fund and investments best suit your needs.
Savings
Most people struggle to save and manage their everyday spending. We can help you to get on top of your finances and achieve your goals quicker.
Insurance
It is important to financially protect your family and your lifestyle. We can help you understand your insurance needs and structure your insurances in a tax effective manner.
Debt
WealthMaker can help with strategies and structures to repay your debt quicker, as well as to build wealth. Wealth creation strategies based around debt should aim to make you debt free at the time you retire.
Investment
Everyone has different approaches to investing and varied opinions on the best type of asset to invest, e.g. shares, property, ETF, etc. We can help you understand the advantages and disadvantages of each.
Retirement
It is important to talk and work with someone you can trust in planning for your retirement. There is no such thing as setting and forgetting your financial plan, it needs to be continually monitored to ensure that it reflects your changing circumstances.
Why Choose WealthMaker?
WealthMaker’s investment approach is macro-economic and geopolitical combined with thematics.
Experience
WealthMaker has about 30 years experience in financial service industry. Sound track record in developing tailored asset allocations and structuring holistic solutions.
ESG
With increasing demand for ethical investments - Environmental, Social and Governance, WealthMaker can help you build an ethical investment portfolio in line with your risk appetite.
Flexibility
No matter where in Australia you are, we can help you! WealthMaker has offices in Sydney, Perth and Melbourne. Alternatively, we can meet you via video conference.
Themes
Themes are investments that have an eye on the future, e.g., robotics, AI, cybersecurity, battery technology, etc. WealthMaker uses a range of themes to enhance portfolio performance.
Choice
WealthMaker uses a wide range of providers for investments and risk insurances. We can compare and help you to find the product that best suits your needs.
Tax Effective
Tax effective investment strategies are important in creating wealth over the longer term. WealthMaker considers tax effectiveness as a fundamental part of your investment, pensions, estate planning, and overall wealth management approach.