Our Services
ASET Wealth Management is in the business of providing Personal Financial Advice. We offer an extensive range of wealth management and financial planning services for all types of clients, including Individuals, Self Managed Super Funds (SMSF’S) and Business Owners. Whether you want to salary sacrifice into super, look to implement a wealth accumulation strategy and invest a lump sum or plan for retirement, we have a solution to assist you.
ASET Wealth Management’s comprehensive range of services include the following;
Superannuation Strategies
Superannuation is a tax effective environment for accumulating funds for your retirement. It’s never too soon or too late to start planning for your future. ASET Wealth Financial Advisers can work with you to put in place a suitable superannuation strategy which we believe is essential in achieving your retirement goals
Retirement Planning
Most people underestimate the amount of money they will need to live on in retirement. Life expectancies are increasing every year and most of us can expect to live for at least another 20 to 30 years after retirement. While this sounds like good news, it does emphasise the importance of careful retirement planning, well in advance. So whether your retirement is just around the corner or a few years away, ASET Wealth Financial Advisers can help you create a retirement lifestyle that is personally fulfilling and financially rewarding.
Redundancy
The possibility of redundancy, whether voluntary or involuntary, can be an unsettling time. There are important decisions to be made, which can include superannuation benefit options for those in Public Sector Super or Employer Sponsored Schemes. It’s important to take these steps that secure your financial position so that you can protect the lifestyle you’ve always planned for. ASET Wealth Financial Advisers can help you understand your options to ensure you make a sound financial decision.
Wealth Creation & Accumulation Strategies
ASET Wealth Management can work with you to create wealth by means of careful investment, so as to achieve your financial goals. Everyone has a unique financial position. ASET Wealth Management will provide tailored solutions to suit your individual circumstances, whether you’re starting from scratch or building on existing assets.
Personal Insurance & Risk Management
While some may think financial planning is just about putting money to work to accumulate wealth, it’s also about managing future risks. Insurance is an essential component in the financial planning process to ensure that you, your family and your assets are adequately protected. ASET Wealth can review your insurance needs and ensure that your future risks are managed, at least from a financial perspective, and the plans you have made through careful financial planning can still be fulfilled.
Estate & Succession Planning
Estate planning is simply the process of disposing of one's estate upon passing away. The process is generally comprised of a number of components. The two most essential components to estate planning include Wills and the Power of Attorney. A Will is a legal document that allows you to make enforceable decisions about how your estate will be distributed following your death. It is the only way to formally ensure that your property is distributed according to your wishes.