Wealth strategy

Managing and structuring financial affairs in today’s world is a complex process. Business owners and professionals need to balance choices between reinvesting in the business to drive growth, provisioning for future retirement incomes, repaying personal and business debt, paying for kids’ education and enjoying a few lifestyle luxuries.

Mazars offers a comprehensive approach to financial planning and investment advice. We understand that you have put tremendous effort into building your lifestyle, and we take pride in developing the plan to help you grow and protect it.

In this complex environment, it’s important to have a trusted adviser who, with visibility of your business affairs and an understanding of your lifestyle goals can help develop an overarching strategy and appropriate structures that create, preserve and protect your wealth.

Mazars Wealth Strategists are licensed to provide the following services:

Cash flow and debt management

Setting budgets and monitoring cash flow
Strategies to accelerate debt repayment, restructuring and managing debts
Salary packaging advice

Superannuation

Strategic advice regarding superannuation legislation
Contribution (getting money into super) strategies
Superannuation specific investment advice
Self-managed superannuation; structural, investment and legislative advice

Tax effective investing

Advice on shares and managed investments
Portfolio construction and management
Strategic property investment advice
Investing via trust and company structures
Wealth creation strategies for high income earners
Gearing / home equity strategies

Wealth protection and estate planning

Life insurance, TPD, trauma and income protection advice
Business succession planning including Buy/Sell and Key man
Estate planning and asset protection advice

Strategies for business owners

Insurance planning strategies specific to business owners
Key-man Insurance
Buy-Sell Agreements, structuring and implementation

Retirement planning

Retirement lifestyle planning
Strategies to minimise or eliminate tax in retirement
Superannuation pensions / lifetime income streams
Investment portfolios specific to funding retirement income
Maximising Centrelink entitlements

Other services

Advice regarding redundancy packages
Dealing with disability payouts tax effectively
Dealing with inheritances
Strategies for philanthropy and charitable giving
Lifestyle planning/consulting on important financial decisions

What financial products are we authorised to provide?

Mazars is authorised provide financial product advice and deal in a financial product, to retail and wholesale clients, in relation to the following financial products:

securities – meaning listed shares e.g ASX shares;
superannuation, whether self-managed, personal super or corporate super;
interests in managed investment schemes including investor directed portfolio services – these are managed funds, master trusts and “wrap” accounts;
standard margin lending facilities;
retirement savings accounts (“RSA”) products;
debentures, stocks or bonds issued or proposed to be issued by a government;
deposit and payment products; and
life products including investment life insurance products and life risk insurance products.

Our advisers are across the latest legislative developments and are specialists in their fields. They will guide you through a process to clarify your goals, whilst understanding your business and personal situation, they will demonstrate various scenarios through financial modelling software to provide the big picture of recommended strategies to give you peace of mind for the future.

If you would like to know more about our wealth strategy services contact one of our specialists via the form below:

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Information that is provided on this website is general in nature and does not constitute financial advice. Every effort has been made to ensure that the information is accurate, but information may become outdated as legislation and new government announcements are made. Individuals should not rely on this information to make a financial investment decision as it does not take into account their personal circumstance. Before making any decisions, we recommend you consult a licensed advisor to take into account your particular financial situations and needs.

Mazars Wealth Strategists (Qld) Pty Limited and its advisors are Authorised Representatives of Radius Wealth Pty Ltd ABN 32 644 248 448 | AFSL 530 266