Wealth Creation

At Wentworth Williams Wealth we believe that financial planning is a holistic advice process which should encompass all areas of your finances to maximise the long term return on your investment. We provide private wealth management advice and strategies to our clients who want to enhance the income and growth of their investments whilst maximising the tax effectiveness. Financial planning, when provided holistically, will provide you with guidance and support across your entire financial life.

As a client of Wentworth Williams Wealth we will help you develop a holistic strategy which covers all areas of your finances. The result; you can live a life with greater financial freedom and choice knowing that your entire financial situation has been considered and just as importantly, effectively planned. Wentworth Williams Wealth is able to provide this comprehensive service because we have structured our business a little differently than the average wealth creation firm in Australia.


Our Services

  • Superannuation Advice
  • Insurances
  • Estate Planning

Superannuation Advice

Retirement planning covers how much superannuation is enough, planning for retirement, starting an income stream, claiming the Age Pension, making contributions while receiving a pension from a super fund, estate planning and looking after your family.

Retirement is the time to enjoy the fruits of your many years of labour, not a time to scrimp and save. You need to make sure you have enough savings in your superannuation to make your retirement a comfortable one.

Which raises the question: how much is enough?

The Financial Services Council believes most Australians will need around 62.5 per cent of their pre-retirement income to maintain their standard of living in retirement, multiplied by their life expectancy. At this stage of life, you shouldn't have children to worry about, may need one less car and tax won't be as big a burden if you structure your finances correctly. What you have has to last you a lifetime.

Wentworth Williams Wealth can assist you with

  • Reviewing your existing superannuation and investment portfolio
  • Arranging the set-up of your Self-Managed Super Fund (SMSF)
  • Implementing and monitoring a personalised investment strategy for your SMSF
  • Arranging the purchase of physical gold through your SMSF
  • Managing all ongoing SMSF regulatory requirements
  • Reviewing insurance benefits
  • Maximising your cash flow & debt position

Insurance

Being seriously injured or dying prematurely are subjects we would prefer to keep at the back of our minds, however, the reality is, these things happen to people every single day. By taking out life, total and permanent disablement, trauma or income protection insurance, you can have peace of mind knowing that if the worst were to happen, you and your family will be protected.

Wentworth Williams Wealth recommends a range of insurance policies that provide the right combination of benefits and are specifically tailored to suit your needs.

No matter how comprehensive and successful your investment plan may be, your most important asset is you and your income. Without it you lose your ability to provide for yourself and your family on a day to day basis, let alone achieving your long-term financial goals.

Life insurance should be considered an investment in your future and if the worst were to happen and you die or are diagnosed with a terminal illness, it will provide you and your family with a lump sum payment to cover the immediate expenses.

Wentworth Williams Wealth are experts in the field of helping you provide your family with the protection they deserve to allow for a prosperous future.


What does it cost?

We believe your situation is unique and as such the fees that you pay should be tailored to your personal situation.

After our initial meeting we will provide you with a fee proposal, which we believe reflects the service required for you to meet your objectives. Because we are boutique, we are able to structure a payment schedule designed to suit you.

We also believe in transparency with our fee structure meaning you will always have an understanding of the fees that you pay.

There are no hidden costs.

To organise an appointment with a professional, please telephone us on (612) 9553 4166, email: admin@wentworthwilliams.com or simply complete the form below. Weekend and after hours consultation are available by appointment only.

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