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Our latest forecasts for the Australian economy and investment returns in 2024. GDP Growth Inflation Monetary policy United States 2% 2.9% 5.25%-5.5% Canada
Design the life you want.
Contact Wealth Architects today to discuss your financial goals and how we can help you get there.
- September 2022
Wealth Architects now providing quality financial advice from 8 locations across Australia.
2022 has been an exciting year for Wealth Architects, now operating from 8 locations around Australia. The growing need for trusted financial advice and support, through what has been unprecedented times – has allowed Wealth Architects to grow it’s national footprint and team of qualified financial advisers and support staff.
Our business has had phenomenal growth since our doors first office opened in 2013. A very high demand for quality trusted financial advice from everyday Australians, allowed us to open more branches to manage the enquiries. Wealth Architects offer our Principals equity in the branch they manage, which gives both the client and the adviser long term peace of mind. We are looking for life-long relationships with our clients as well as our staff, and our model caters for this. Wealth Architects will continue to expand into new territories, continuously searching for new passionate advisers and staff to join the Wealth Architects team. The demand for highly skilled & educated financial advisers has never been greater, and we see a very bright future for the industry.
Wealth Architects operate from the following locations:
Wealth Architects provide quality trusted financial advice to over 1,500 clients, nationally. Regardless of what stage in life you are at, our qualified and experienced Financial Planners are able to provide you with advice and guidance to help you achieve your goals. We ensure we take the time to listen to you to understand what’s important in your life. Every individual is different, which requires a plan and strategy that is uniquely designed to suit you. This is how the name Wealth Architects was born. With decades of combined experience our approach is holistic, ethical and thorough. We leave no stone unturned in our process and we sweat the small things, so you don’t have to.
Who we help:
Business Owners:
A Wealth Architects Adviser can ensure you are extracting sufficient funds from your business into your personal life. This will ensure your hard work is achieving your personal goals – not just your business objectives.
High Achievers:
If you are looking for strategies to increase your net wealth, Wealth Architects advisers are experts in accelerating your financial position via proven strategies.
Pre-Retirees
Having a road map before you decide to retire is extremely important. Ensuring your ducks are in a row will put you in the best position to ensure you have sufficient capital when you decide to retire. capital when you decide to retire.
Self-Funded Retirees
Wealth Architects advisers will ensure your assets are well balanced & structured right for your ongoing income stream.
“Our clients have always been at the very heart of everything we do. It explains why clients entrusts us with likely one of the most important financial decisions they will make in their lives. We design and build better lives every day for our clients and this is how the name ‘Wealth Architects’ was born. However, unlike architects, the process doesn’t stop once the initial plan (build) has completed. We partner with them for the long-term and take great pleasure in seeing them achieve the goals that are most important to them in life.”
How we can assist:
Strategy Analysis – Everything we do boils down to giving you the highest probability of achieving the life that you want to live. That’s why we spend a lot of time researching, analysing and preparing financial projections before we put pen to paper.
Cashflow & Budgeting – Cashflow is the lifeblood of any financial plan and we use a very simple structure to maximise your ability to save.
Debt Management – There is good debt and bad debt. We work to accelerate the repayment of bad debt and use good debt where it’s appropriate to increase the probability of achieving your goals.
Tax Planning – Tax is inevitable; however, it can be reduced by effectively structuring your assets and income.
Investment Management – We are unbiased to property, shares or even cash in the bank. All have their place, but what we care about is implementing an investment strategy that you understand, are comfortable with and is aligned with your goals.
Superannuation – It’s generally the most tax effective vehicle to store and accumulate your wealth, and hence it is a fundamental part of our strategy. Choosing the right fund is not just about fees and performance, it’s about understanding your objectives and how much control you would like.
Retirement Planning – Retirement is a significant financial milestone and getting clarity around your retirement goals is just as important as getting the strategy right. In this process we will answer 3 simple questions: How much money do you need? Where will your money come from? How long will this last?
Planning for the Unexpected – Things don’t always go according to plan and when they don’t, it pays to have a safety net. We put a protection strategy in place that you can depend on in the event you, your spouse or your key staff are unable to work due to injury, illness or death.
Estate Planning – It’s important to ensure that your wealth is transferred effectively and in accordance with your wishes, and not anyone else’s. It’s also important that you have someone you trust to make decisions for you if you can’t make them yourself.
Social Security – You have paid tax your whole life, so we work hard to review and maximise your entitlements with Centrelink.
Aged Care Strategies – Planning the move into aged care can be stressful whether it’s for you or your family members. We can minimise this stress by helping you make informed decisions based on sound advice.
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