As part of the Definitive Wealth holistic approach to financial advice you will be provide with services from both your Definitive Wealth Planner and also professional external to the Definitive Wealth Group.
The services provided with your Definitive Wealth Planner include:
Insurance Advice
- Life Insurance
- Total and Permanent Disability Insurance
- Trauma/ Critical Illness Insurance
- Income Protection Insurance
- Business Ownership Insurance
- Key Personal Insurance
Superannuation
- Advice on appropriateness of current account/s
- Superannuation Consolidation
- Personal Superannuation Accounts
- Self Managed Superannuation Fund
Wealth Management & Creation
- Budgeting and Financial Coaching
- Savings Plans
- Investment Portfolio Counstruction
- Pre & Post Retirement Planning
- Debt Reduction
- Investment Structures & Positioning
- Property (Cash Flow Analysis)
Services that are provided via external relationships
- Accounting and Audit
- Finance
- Property (via either Developer or Real Estate agent)
- SMSF Compliance Documents
- Estate Planning
- Business Succession Planning