Our Services
Retirewell is committed to doing what is best for our clients, most of whom are self-funded retirees, professionals, executives, or small business owners.
That means a strong adviser-client relationship, supported by extensive resources and experienced financial advisers with expertise in a wide range of wealth management disciplines.
We deliver customised solutions and personal service backed by an unwavering dedication to professional integrity.
Retirewell’s services for high net worth clients include:
- Handling the impact of significant wealth events (sale of a family business or property, retirement with significant assets, an inheritance, etc)
- Developing customised portfolios incorporating sophisticated investment strategies
- Tax minimisation strategies
- Asset protection strategies
- Exit strategies for business owners
- Use of trusts for estate planning
- Legacy planning and charitable giving design
We would work closely with your other professional advisers (accountant and lawyer) as required in developing and implementing these strategies.
Our standard services include:
- Retirement planning
- Superannuation planning
- Self-managed super funds
- Social security planning
- Insurance risk planning
- Investment advice
- Gearing strategies and finance
- Sharebroking facilities
- Tax-effective investments
- Ongoing portfolio review services
