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Our Services

Family Wealth Management encompasses all aspects of an individual and their families’ financial affairs.  Whilst our focus is primarily on the individual or couple, we also take into consideration your parents, children and grandchildren, as for most of our clients their objectives tend to involve their wider family.

Below are the building blocks of Wealth Management:

We also assist our clients with specialty areas:

  • Divorce
  • Redundancy
  • Self Managed Superannuation
  • Executive Financial Planning
  • Salary Packaging

Some of the services above will be provided by our referred specialists. 

Wealth Management seeks to address all the issues and questions that your family needs to manage throughout your lifetime. Below are the questions that we will help you answer.

WILL YOU RUN OUT OF MONEY IN RETIREMENT?

Retirement

  • When will I be able to retire?
  • How much will I need to retire on?
  • How can I maintain the purchasing power of my money?

Lifestyle

  • Can I afford to update my car every 5 years?
  • Can I go on that overseas trip with the family?
  • Can I afford to put the kids through private school?
  • How much can I spend on renovations?

Estate Planning

  • How will my assets be distributed?
  • Who will look after the kids?
  • Will there be enough money left over for my spouse and children?

Taxation Strategies  

  • What is the best tax structure to invest with?
  • Are there investment strategies & super strategies that may reduce my tax?

Investment Management

  • Which shares or funds should I own?
  • How much should I be saving?
  • How can I make my portfolio more tax effective?

Debt Management

  • Have I got too much debt?
  • Is gearing appropriate?

Superannuation

  • Should I salary sacrifice or pay my mortgage first?
  • Have I got the right super fund for me?
  • Should I have insurance through my super fund?

Risk Management

  • What will happen to my family if I die?
  • Who will pay the mortgage if I am unable to work?

 Asset Protection

  • Should the use of superannuation or trust structures be considered to protect your assets from creditors?
Arcadian Financial Planning - Sydney, Australia

Corporate Authorised Representative of
SECURITOR Financial Group Ltd
ABN 48 009 189 495
Australian Financial Services Licensee 240687
Lvl 12, 400 George Street, Sydney NSW 2000

Arcadian Financial Planning - Sydney, Australia
   

  © 2007 - Arcadian Private Wealth

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The information on this website is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, we recommend you consider, with or without the assistance of a financial adviser, whether the information is appropriate in light of your particular needs and circumstances.