A long-term approach to financial planning and wealth management is absolutely essential for all clients’ wishing to realise their financial security and goals. Wealth Depot Financial Advisers provides a highly technical, strategic and holistic approach to our client’s wealth creation.
Wealth Depot Financial Advisers’ core program incorporates a five step process:
- assess: understand our client’s current financial health and risk profile
- blueprint: recommend appropriate services and products
- inform: drive client’s knowledge and understanding
- put into action: implement our recommendations
- review: frequent analysis of our recommendations and strategies
Our five step process promotes an environment whereby decisions are made collaboratively through communication, interaction and teamwork.
Wealth Depot Financial Advisers work closely with their client throughout the process to develop a complete understanding of a client’s personal objectives, needs and financial situation. Wealth Depot Financial Advisers prepare a tailored wealth management plan appropriate to each client’s financial objectives and risk profile.
Wealth Depot is an integrated and holistic financial planning company with a strong focus on the following financial advisory and wealth creation services and products:
- Advice on Self Managed Superannuation Funds (SMSF)
- Advice on structuring your assets, investments and superannuation for tax effectiveness and flexibility
- Risk management and protection of assets
- Advice on wealth creation and cash flow management strategies
- Provide estate planning advice through the use of SMSF Wills
- Administration of and reporting of your investments including performance and asset allocation
- Regular review of your self managed superannuation and personal planning strategies and objectives
- Investment Advice including basic deposit products, managed investments, investor directed portfolio services master trusts and wrap accounts, direct shares and managed investments;
- Risk insurance including all life products