SERVICES

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

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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).  

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

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• 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