Boston One Wealth Managers advisers can assist our clients with a range of services:
Wealth Protection (Risk Management and Insurance)
- Income Protection
- Total and Permanent Disability
- Trauma Insurance
- Business Interruption Insurance
- Key Man Insurances
Wealth Creation
- Private Client Services
- Investment and Tax Effective Strategies
- Growing your Investments
- Gearing Strategies
Retirement and Superannuation Planning
- Analysis of Retirement Needs
- Advice as to Investment Structure
- Tax Effective Strategies
- Cashflow Management
- Maximisation of Centrelink Benefits
- Transitional Retirement Strategies
- Spouse Super Contributions
- Transfer of Foreign Pensions
Self Managed Superannuation Fund
- Establishment, Advice and Management
Estate Planning
- Guardianship
- Powers of Attorney
- Wills
- Testamentary Trusts
Debt Reduction
- Gearing of Assets
- Reducing Non Tax Deductible Debt
- Evaluation of Existing Debt
Salary Packaging
- Sacrifice to Superannuation
- Employee benefits versus Fringe Benefits Tax
Business Succession Planning
- Exit Strategies following ill health, death, family involvement or sale
- Identifying business that can be developed further for greater sale benefits
- Retention of Key Executives
It is the role of Boston One Wealth Managers to turn your dreams and aspirations into reality through the use of the large range of products and services that we can provide.
We guarantee our commitment to our clients to work diligently and closely with them through any of our agreed strategies.
