EQ Wealth Competitors

Intergenerational Wealth provides tailored financial advice aimed to guide Australians towards their financial goals and objectives. These objectives range from a broad range and often include wealth creation plans, providing for retirement, protecting the family, estate planning, minimizing tax, maximizing Centrelink entitlements and much more. Our comprehensive financial planning services ensure our clients have the peace-of-mind of controlling their current financial position and confidence in what their future will encompass. We help to guide our clients to achieve financial freedom. Services Include: Financial Planning | Insurance | Investment | Retirement | Superannuation | Business Financial Services | Capital Gains Tax Planning | Small Business Rollover Concessions | Retirement Planning | Shareholder Insurance | Business Succession, Keyperson Insurance | Estate Planning | Buy/Sell Agreements | Business Debt Redemption | Personal Financial Services

Everything in life somehow has relevance to Wealth Creation, The Law and Taxation. As a result this calls for the following professionals and their individual expertise to comprehensively surround every single client of ours: • A Financial Adviser • A Lawyer • An Accountant Our clients are surrounded by all three professionals under one roof and we project manage our clients dispensing comprehensive advice in the following areas: • Wealth Creation through numerous strategies dependant on the client's circumstances • Legal advice namely in the area of Estate Planning and Asset Protection • Taxation advice namely through the usage of structures and entities to minimise tax Our value proposition therefore, encompasses an end to end project management which leaves no holes in a client’s circumstance after creating a financial “blue print” enveloping all three professionals. We charge a fee for service entailing implementation and ongoing service thus ensuring all changes in laws pertaining to all three professionals are kept updated for each and every client. Our ultimate aim is to enrich our clients lives in every way possible pertaining to our areas of expertise! Hence listed below are the specific areas of advice we give to all of our clients: Asset Protection and Business Structures Tax Effective Wealth Strategies and Wealth Creation Estate Planning Insurance advice for individuals and business owners, Life and Disability Insurance Retirement Planning and Pensions Superannuation and Self-Managed Superannuation Funds (SMSF) Debt Management Investment and Portfolio Construction Key Person Insurance Strategies Business Succession Divorce and Financial Settlements Please feel free to engage with us to see the difference at: admin@strategicwealthgroup.com.au

Financial Planning firm with over 60 years experience that specialises in wealth creation strategies, superannuation, self-managed super funds, retirement, centrelink, risk management, estate planning considerations, tax and debt management. We achieve your financial goals by working closely with you, so that we can understand who you are, we can understand where your life is at, and establish the direction you want your life to head in. In essence, our Philosophy at Bastion Wealth is that it’s all about YOU.