SERVICES

More Than Wealth provides you with holistic financial planning services, to help you achieve your financial goals.

Our expertise includes comprehensive financial advice, structuring investment portfolios, superannuation and retirement planning, self-managed super funds, aged care financial advice, wealth protection and inter-generational wealth transfers (estate planning).  

We can provide you with personal and general advice about specific services and financial products as listed below:

  • Investments strategies (strategic asset allocation)

  • Budget and cash flow management

  • Debt management (including borrowing for personal and investment purposes)

  • Salary packaging

  • Superannuation strategies and retirement planning

  • Personal insurance

  • Centrelink and other government benefits

  • Ongoing advice and services, including regular portfolio reviews

  • Aged care