WRS utilises research from Australia’s premier research house, Lonsec. We draw upon the knowledge and experience of economists and fund managers such as Jonathan Payne (author of the pain report), Tim Farrelly and Jon Reilly. WRS has drawn upon the investment trends of the United States to follow, adopt or adapt money management trends since 2007. Add to this our own research and regular fund manager meetings and you can see that we provide a comprehensive approach to managing money. But managing money is not all we do.
Ensuring that your assets are structured in the most tax effective vehicle with consideration for your estate is also our role. The solid income component of the solid assets in retirement program incorporates assisting with the most tax effective and sustainable holdings structures available. We work in conjunction with your accountant and solicitor to ensure that you are receiving the best possible advice.