Senior managers are busy people – often so busy they do not properly address their personal financial needs. Yet it is during these peak earning years that planning is most critical.

Lifewealth works with these individuals to design and implement long-term wealth solutions including:

  • Strategic goal-setting
  • Cash Flow Forecasting
  • Taxation Planning and Salary Packaging
  • Employee Share Schemes and Options
  • Entity Structures
  • Investment Strategy and Portfolio Administration
  • Superannuation (SMSF and Corporate Plans)
  • Personal Insurance
  • Debt Strategy
  • Retirement Planning
  • Philanthropy
  • Estate Planning