Service

Wealth Management

As you accumulate investments over time and the value of your business and superannuation grows, it becomes important to consider how to manage these assets.

Having a team of advisers who understands you, your family and how your assets operate and connect, ensures that conflicts don’t arise, resources are left where they are needed, and all relationships are considered. Having this background also enables us to support your financial planner. We can ensure they are across your entities, business and family relationships, and your cashflow.  

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Our
Wealth Management
capabilities

Our Wealth Management capabilities are as follows. Refer to our Capability Statements to see how we execute to meet your business needs.

Estate Planning
Share & Business Valuations
SMSF Compliance
Superannuation Planning
Supporting Your Financial Planner
Asset Protection & Risk Management

The benefits to you are

  1. When you are ready to plan how to transition your wealth, effective estate planning will bring you peace of mind and, with the right communication, set at ease those around you.
  2. Because we have worked with a number of our clients across these areas, we have the team to guide you in your decision making. Managing wealth brings to the surface a different set of considerations and our experience will be of assistance. 
  3. When it comes to money and family, a third-party providing arms’ length advice can help ease concerns. Our professional approach to financial and wealth management services seeks to give all parties confidence in the decisions being made.
  4. To operate a Family Office doesn’t need billions under management. You and your family can benefit from this type of service, utilising the right technology and advisory services that our team can co-ordinate for you and help you manage. It can assist in giving you that feeling of control that, as a business owner, you are more used to.

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UHY ANZ Association Manager Pty Ltd ABN 89 082 860 357 (“the Association”) is the manager of the UHY Haines Norton association of independent firms throughout Australia and New Zealand.  The Association is an independent member of Urbach Hacker Young International (“UHY International”), a UK company, and is part of the UHY International network of legally independent accounting and consulting firms. Any engagement you have is with a Member Firm of the Association and any services are provided by that Member Firm, and not by the Association or UHY International or any other member firm of the Association or UHY International.

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