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DFK Crosbie Accountants and Business Advisers - helping you achieve your goals

Wealth Management

Defining your goals and providing clarity of strategy are key elements of your financial planning and are vital to ensuring peace of mind about your future financial security.

Our financial advisers are members of the Financial Planning Association of Australia (FPA) and Crosbie Wealth has achieved the ‘FPA Professional Practice’ certification. We work closely with you to develop and understand your personal goals, provide advice and guidance, implement your personal plan and undertake regular reviews to allow you to remain focused on the issues that are important to you.

 

Wealth Creation

Our advisers have a range of tax effective structures (i.e. superannuation,
family trusts) and strategies (i.e. regular savings, gearing, dollar cost averaging)
which help you grow your wealth. We have a private family office arrangement
and have specialised services for executives/professionals and self-funded retirees.
 

Superannuation Strategies

We work with you to take advantage of the concessionally taxed superannuation environment, including superannuation consolidation, asset allocation and portfolio construction, investment types, and compliance with contribution and withdrawal regulations.
 

Investment Strategy Advice

We tailor our advice to your individual needs and risk tolerance. It is important
that your risk and return profile reflects your individual goals, which in turn is reflected in the asset allocation of your personal portfolio.
 

Risk Insurance

Insurance provides the peace of mind of knowing that you, your family or your business do not suffer financially as a consequence of death, disability or illness. We help with personal and corporate risk management strategies to help secure your future in the event of the unknown.
 

Retirement Planning

Transitioning to retirement or already retired? We help you navigate the relevant superannuation, tax and Government benefits rules so you can enjoy your retirement, so start planning.
 

Estate Planning

Estate planning is more than preparing a Will. It involves the preparation of documents to ensure your financial affairs are managed in your absence, and passed to your family or other chosen parties. We work together with you and your legal team to implement a properly structured estate planning strategy.
 

Structured Ongoing Review

A critical component of any longer term planning is to regularly review the decisions made in light of your financial circumstances, the legal and economic environment of the day, and the options available to you. Our structured review process is designed to ensure that you take advantage of the opportunities that arise, to ensure you have the best outcomes possible.

To take advantage of the opportunities and plan for your future, contact a professional Crosbie Wealth Management adviser today.

Read our Wealth Privacy policy.  

Crosbie Wealth is a corporate authorised representative of Securitor Financial Group Ltd. ABN: 48 009 189 495 Australian Financial Services License.