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New Wealth will collaborate with you to help secure your financial future.

The right advice can make an enormous difference in life. Whether it’s to review and enhance your current plans or if you’re seeking new opportunities, our commitment is to provide expert advice to help you pave the way for a successful and prosperous financial future.

We provide market leading financial planning advice in the following areas:


Watch our video to learn the benefits of Self-Managed Superannuation Funds

Investment Planning

Everyone’s circumstances and investment goals are unique. The key to success is the ability to access a diverse range of investment options via a number of different product structures that are designed to address specific tax opportunities and financial planning needs.

We believe the best way to grow wealth is to employ outstanding investment management with the skills, resources and research to build excellent portfolios.

At New Wealth, as part of your overall financial plan, we will help you select from a range of investment options, which are available through different investment products and services.

Superannuation

Our professionals are experts in taxation law, SIS (Superannuation Industry Supervision Act) and the Corporations Law. We work with our clients to help them attain the most out of their funds and to meet their financial goals.

New Wealth has a range of super funds and superannuation solutions to help you achieve your goals and grow your wealth over time, so that when the time comes, your retirement plans will be easily realised.

Depending on your needs, establishing a self managed superannuation fund (SMSF) also offers a range of powerful benefits. It increases your control and flexibility to plan your financial future and allows you to structure a sound investment plan tailored to suit your personal values and life goals.

No matter what stage of your life you’re at, investing in super as early as possible reaps the greatest rewards as your money works for you over time.

Asset Building

It is well documented that “leverage” is a fundamental driver for wealth creation.

We recognise that many individuals need tailored and strategic advice to start building financial and tangible assets, which may include share portfolios, property investments or businesses.

We analyse your financial goals and place you on the path to successful, well-planned asset building to help create financial security throughout your life.

Retirement

It is critical to have a well-planned retirement strategy that encompasses maximising income, minimising tax, estate planning, personal goals and optimising government benefits.

You may need to fund more than 30 years in retirement, which generally means that you will be required to continue to grow your savings, even once you have retired.

Retirement is a major component of your overall financial plan. Our team will build a solid retirement strategy including taking control of your finances, making the most of your money and retiring with more. The ultimate goal is a stress-free and rewarding retirement.