My primary objective for my clients can be found in the main drivers to my advice - Wealth Creation, Wealth Management and Wealth Protection.
With over 24 years experience in a dynamic industry, I have gained an appreciation that there are always changes to the rules, the things that build wealth don't change, and there are few quick fixes when things are not set up correctly.
I support my clients accross a number of strategy designs - with core focus in:
~ Self Managed Super - to be self funded and have control
~ Tax minimization - to build wealth
~ Wealth preservation for retirees (GFC was an eye opener)
~ Business exit planning for SME's (because that is where most of the value often is )
~ Leveraging property in a managed way
~ Aged care planning - to ease the transition of your life stages.
Get in touch with Steven Cooper