CREATE | ENHANCE | PROTECT | TRANSFER
Wealth Management is a critical function for any investor, and means having access to your investment information in a timely manner, that is easy to understand, comprehensive and accurate.
At Milestone Wealth Planning, our professional financial advisors will help you manage your wealth, with the primary goal to grow and protect that growth, in an atmosphere of mutual trust.
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We offer full and comprehensive, independent, financial planning advice, in the areas of personal wealth and risk management for retail and wholesale clients, specialising in Self-Managed Super Funds, Direct Investments and Retirement Planning.
"If we did the things we are capable of, we would astound ourselves" Thomas A. Edison
CREATE
Wealth Acquisition, Management & Preservation
Our experienced advisors draw on their wealth of knowledge to advise you on the most effective wealth creation strategies whilst giving careful consideration to your investment choices, appropriate investment vehicles, and tax effective strategies.
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Superannuation structures & review
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Cashflow/budget maintenance
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Income tax planning – personal & corporate
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Regular monitoring, reviews and analysis.
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ENHANCE
Build, Grow, Innovate
We work in partnership with our clients to develop a comprehensive financial strategy with a goal to progressively accumulate wealth for their financial security in the future.
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Superannuation strategy
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Investment planning
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Financial analysis & opportunity assessments
PROTECT
Managing Risk. Physically and Legally
Protecting your wealth is an important part of our overall financial planning advice. Our tailored solutions take into account both the level and type of cover required to protect you and your family should the unexpected occur.
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Risk planning
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Death
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Disability
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Trauma
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Income Protection
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Keyman insurance
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Cross option/ Buy sell insurance
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Household and business structure
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Family discretionary trusts
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Companies
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Enduring power of attorney
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Wealth transfer taxes
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Superannuation discretionary trusts
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Solicitor
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TRANSFER
The Estate, The Business
Ensuring a meaningful and lasting legacy for your family is a complex and emotional task. We provide an integrated advice schedule encompassing investment, tax and estate planning to provide customised guidance on these important issues, be they family or your business interests.
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Estate Planning
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Wills
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Testamentary trust
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Enduring power of attorney
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Wealth transfer taxes
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Superannuation discretionary trusts
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Bankruptcy Trusts
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Divorce Trusts
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Solicitor
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ABOUT MWP
Milestone Wealth Planning is a holistic wealth management business, providing independent financial advisory and investment services to its valued client's.
The success of Milestone Wealth Planning is driven by how we interact with our client's; understand their individuals needs and wants; and how important we make them feel because of their connection with the business.
Our clients' interests always come first; we do what we say we are going to do and always treat our clients with respect.
Milestone Wealth Planning’s specialises in self-managed super funds; superannuation and investment management (GESB West State & GESB Gold State); retirement planning; cashflow and budgeting for wealth creation; and personal protection.