Helping you protect your assets and build wealth.
Our single focus is on you; working with your goals and aspirations, to secure your financial future.
To help achieve this, we have a partnership with Prime Financial Group to ensure our clients have access to expert wealth management services and advice.
The benefit of partnering your accountant with a financial advisory team is the ability to build a robust, achievable outcome through structure and strategy. The combined qualifications and experience gives you access to a wide range of professional advice. Having an official partnership means we can effectively and holistically work together to protect your financial future.
Our goal is to protect your wealth through services such as:
Superannuation (including SMSF)
Lending and Finance
Budgeting and Cashflow
By reviewing your current asset position, identifying your goals and needs you are able to set a strategy to achieve the life and lifestyle you want for yourself and your family. Having goals is an important consideration, and an experienced and capable team that can deliver on your goals is essential.
Having an efficient wealth management advisory process eliminates inconsistency, duplication, and extra cost for you. The end result is a fully integrated advisory process that doesn’t run the risk of inconsistency, double-ups, unnecessary expense and a chaotic ‘mix and match’ approach that can see one part of your plan undermining other parts.
Who do we work with?
- Professionals and Executives
- Business Owners
- People approaching retirement/planning for retirement
To begin, you can also arrange a free financial health check with a team member from Aintree Group Financial Services.