Pension drawdown relief continues
The Federal Government has announced that the 50% reduction in the mimimum pension payments requirement will continue throughout the 2010-2011 financial year.... Read more
ATO matches data to online selling sites
The Australian Tax Office will extend its data matching programme to include online selling and auction websites.... Read more
Wealth Design
Accounting & TaxationBusiness AdvisoryWealth DesignSuperannuationLendingRisk InsuranceDebt Recovery
Long-term financial independence rarely happens by accident – it happens by intent and design. That’s why we look beyond the process of financial planning – our aim is to help you design your own wealth and financial freedom for the future.
Our approach is to look at your current financial position and future aspirations, as well as understanding your profile for the risks of investing, and then develop a balanced and realistic investment strategy to accommodate your goals.
We view your individual wealth design as a financial relationship, rather than a ‘one-off’ transaction or process. As the financial rewards of your investment portfolio evolve, we’ll regularly review your position to help you reach your own wealth milestones more quickly.
And we have a range of investment solutions to help you reach those milestones, including:
- Tax-effective investments;
- Personal wealth creation strategies;
- Superannuation and retirement strategies;
- Margin lending;
- Share investing;
- Managed funds; and
- Centrelink benefits consultation for eligible pension and welfare recipients.
The advisors of The Peak Partnership can provide financial services as Authorised Representatives of Professional Investment Services Pty Ltd ABN 11 074 608 558, an Australian Financial Service Licence holder (No 234951).
The client benefits are highly-qualified advice, as well as the backing of Australia’s largest financial planning group.
Click here to download a copy of the Professional Invesment Services Complaints Procedure.
