At Wealth & Retirement Solutions we are about transforming lives. Are you able to navigate your way to financial success in today’s rapid evolving society, or would you prefer to choose the reliable and proven strategies at Wealth & Retirement? It’s your choice how much Wealth & Retirement Solutions does, and how much you would like to do from the two Wealth Packages on offer.
Private Wealth is a unique package where Wealth & Retirement Solutions provides the services necessary to grow and protect wealth. Whether you are an accumulator building your wealth, a retiree enjoying your wealth or a business owner looking for an edge, the WRS Private Wealth package offers the tools you need to succeed. We detail each facet of your financial situation and work with other professionals to ensure the best outcome. It is an ever evolving service designed to improve your financial position through all of life’s obstacles. But more importantly, the Private Wealth service we provide is quite simply a partnership where we work with you to achieve your goals. We do this through regular contact, updates and annual reviews. It is our preferred offering and is of greatest value to our customers.
DIY Wealth is also a unique package where Wealth & Retirement Solutions provides some of the services necessary to improve the way you do business. But this service is a more hands on approach by those clients who want to reduce costs and services provided by Wealth & Retirement Solutions by doing a number of services themselves. With 80% of Australians over the age of 65 retiring with less than $250,000 in 2012, we recommend this service only be implemented by those clients with access to resources, large amounts of wealth, research and wealth strategies to fulfil their investment dreams.
The idea of managing your own superannuation money seems like common sense. At WRS we have over 20 years of helping our clients establish and manage their SMSF’s. The compliance and regulatory requirements placed on trustees is onerous. Ensuring that your fund is compliant, decisions accurately documented, and strategies implemented within the letter of the law is just the beginning.
There is an idea out in the community that Superannuation is an investment of its own. It is spoken about as if it were an investment. My super made money last year but lost money the year before. This is inaccurate and I will tell you why. Super is a vehicle. It’s not an investment.
At WRS we take a staged approach to financial planning for our clients. We determine where the priorities are and then break down how we achieve those priorities. We take into consideration minimising tax payable and selecting assets that are relevant to your income or growth needs.
Our expertise in life insurance goes back over 20 years. Whether you need to protect your family or your business, WRS have the knowledge to ensure that you get the advice that fits the need.
If you are still reading then maybe you should consider either reviewing your existing income protection or taking out an income protection policy.
If you do not have a policy then let us explain what it is. Income protection keeps your income coming if you are injured or ill and unable to work.
At WRS we subscribe to the Warren Buffett approach in regards to investments. In recent commentary Warren Buffett recommended his wife , on Warren’s passing, direct a great deal of his monies to index investing. At WRS this has been our approach for over a decade.