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Design the life you want.
Contact Wealth Architects today to discuss your financial goals and how we can help you get there.
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.
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:
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.
If you are looking for strategies to increase your net wealth, Wealth Architects advisers are experts in accelerating your financial position via proven strategies.
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.
Wealth Architects advisers will ensure your assets are well balanced & structured right for your ongoing income stream.
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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Planning for your later years can be a daunting task, especially when it comes to deciphering the differences between retirement living, aged care, and the in-between options.
Recently, the Australian Prudential Regulation Authority (APRA) carried out its annual performance assessment on superannuation products. The results disclosed that certain funds are significantly underperforming.
End of Financial Year (EOFY) is a pivotal time for Australians to reassess their finances and look for opportunities to maximise their financial security. With key changes in superannuation laws and the indexation of the Total Super Balance (TSB) cap to $1.9 million, there are unique opportunities and challenges ahead. Let Wealth Architects guide you through these complexities with personalised financial advice designed to optimise your financial future.