Wealth Management

Waterhouse Wealth Management is fully licensed to advise you on:

  • Investment & research
  • Tax effective investments
  • Superannuation
  • Personal risk insurance
  • Business risk insurance
  • Business succession and transition planning
  • Retirement planning
  • Pensions
  • Managed portfolio services

The process begins with an initial fact finding consultation. We then summarise our advice in a formal Statement of Advice. We discuss and review the recommendations to ensure they're right for you. Once you're completely happy we implement the recommendations to ensure they are properly set up and integrated into your other financial affairs. Naturally we undertake periodic reviews to ensure we adapt to your changing needs and to any changes in financial markets, product developments or legislation.

With sophisticated investors* we are able to adopt a streamlined approach as well as providing access to different investment opportunities.

Waterhouse Wealth Management Pty Limited ABN 41 059 645 126 is a corporate authorised representative of The Advice Exchange Pty Ltd ABN 55 107 629 194 APSL 278937

 

 

*To become a sophisticated investor, you have to acquire a 6D certificate from a qualified accountant, stating that you have net assets of $2.5 million and/or that your gross income for the past two financial years has been at least $250,000 a year. Waterhouse Chartered Accountants can supply this certificate to their clients.