Wealth management
Many of our clients have amassed substantial wealth and are keen to ensure that it is structured in the optimum manner to:
- Yield a stronger income
- Protect their wealth
- Minimise tax payable.
Five Pillars has many years of experience in developing tailored strategies to help our clients to achieve these objectives.
We also have established an extensive network of skilled consultants who are experienced in the fields of estate planning, trusts and succession planning. In addition, Five Pillars Accounting and Tax (ABN 90 423 741 421) has significant expertise in ensuring that our client’s tax and accounting structures are set up to optimise their wealth and to maximise any tax advantages available to them.
The strategies we apply are most suitable for people with a combined household income of a minimum of $150,000 p.a.
Boutique investment opportunities
Because Five Pillars is not aligned with any financial institution, we are not constrained by a parent organisation in the range of investment recommendations we can make. Our advisers extensively research emerging and existing market opportunities and we have been able to incorporate a number of lesser-known, boutique-style investments that have yielded substantial returns to our clients.
You are appointed your own salaried financial planner who is able to become completely familiar with your situation and objectives. They are also available to speak with you if you have questions, and also on a regular basis to review your portfolio and the performance of your financial strategy. Five Pillars also has a high degree of staff retention and so your financial planner is generally able to offer guidance over the longer term.
Contact us today to access our personalised, expert advice, and secure real improvements in the manner in which your wealth is structured.
Please note that past performance is not a reliable indicator of future performance. The information contained in this website is of a general nature only. We strongly recommend you seek advice specific to your goals and circumstances before taking any action.
