Our services
Our comprehensive range of services can help you create, manage and protect your wealth, no matter what stage of life you’re in. Our services include:
- Wealth accumulation — in consultation with you, we can create a personalised investment portfolio to help you achieve your financial and lifestyle goals.
- Retirement planning — we can help you reach the lifestyle you aspire to in retirement and can also structure your finances to maximise any Centrelink benefits.
- Risk insurance — risk insurance is an important part of any wealth strategy as it protects you and your family – no matter what happens.
- Superannuation — superannuation is a great way to maximise your retirement savings. Potential Private Wealth can help you make the most of government incentives such as effective taxation treatment.
- Pension and allowance maximisation — we can help you structure your finances to maximise Centrelink benefits.
- Employer super — working in conjunction with local businesses and staff we can review and recommend the most appropriate corporate superannuation fund for members of staff.
- Investment advice, review, implementation and reporting — we can provide you with initial advice, implementation of your wealth strategies, ongoing review to make sure your plan is still suitable, and thorough yet easy-to-read reports on your investments.
- Age care advice — if you or a member of your family is in or expecting move into an age care facility we can help you structure your finances so as to maximise entitlements and minimise fees.