Grow Your Wealth

Investing

Investments

The key purpose of investing is building wealth for the future. But how and where you invest depends on various factors – some of which are under our control but not all. Which is why investment planning is about positioning your portfolio to maximise returns while managing investment risks. We work closely with you to determine your investment goals, time frame and attitude towards risk. Your investment portfolio is then built to suit your individual requirements and preferences.

We have a range of investment structures and services to suit your individual requirements.

Personal Superannuation

Superannuation

With all the different tax incentives available, superannuation is still one of the best ways to save for your retirement. We can help you to start planning today so you can have the lifestyle you want in retirement.

Our advisors can recommend tax effective and efficient ways for you to maximise and manage your superannuation savings.

For those who want more control over the way their superannuation is invested, consider starting a Self Managed Superannuation Fund.

Self Managed Superannuation Funds

Self Managed Superannuation Funds

A Self Managed Superannuation Fund (SMSF) is an attractive investment structure for people who wish to be more actively involved in investment decisions.

While SMSF provides greater control on investment, tax and estate planning – it also means increased responsibility.

You can rely on WP Wealth Management to assist you with all aspects of setting up and managing your SMSF. You decide the scope of advice and assistance you require.

Mike Allanson and Guardian Risk Management Pty Ltd. ABN 89 009 439 516, t/as WP Wealth are Authorised Representatives of WP Wealth Professionals Pty Ltd. ABN 22 655 645 999. AFSL 537458.