MR Wealth

ncial planning on Perth WA. Retirement Planning & Superannuation Advice
We take care of the often-onerous aspects of consolidating super, planning for retirement and transitioning to retirement. With expertise in everything from advising clients that are running a small business to establishing self-managed plans, we’ll guide you along the path towards full security now and into the future. Everyone hopes for a secure and happy retirement, free from financial worries and MR Wealth want to help you achieve this. Self Managed Super Funds
We offer specialist advice on establishing, implementing, maintaining and running a Self Managed Super Fund (SMSF). We also provide a full, ongoing investment advice for your SMSF. We work with our clients to ensure they can take control of their own destiny and can tailor our solution to suit the needs of each and every client. Your fund will be entirely compliant with ever changing government guidelines, and you’ll stay informed via our client online access service, with detailed reporting and investment documentation functionality. Investment Portfolio Construction
Our portfolio construction methodology is a holistic approach which recognises the complex nature of investment markets and the multiple steps required to meet client’s investment and lifestyle objectives. We individually design and manage client portfolios utilising a range of available investment assets including property, managed funds, direct shares, fixed interest assets such as term deposits, hybrid securities and other alternative assets. In providing advice, we evaluate, assess and recommend funds in association with Zenith, various Economic and Investment specialists and the wider AFSG group. All of our advisers are ASX accredited in providing Direct Share advice and have undergone fundamental and technical analysis training. Portfolio Review
Part of our ongoing process is to provide clients with an overview of their financial performance each year. Portfolios are reviewed at least annually, while clients who are already part of our ongoing service are offered an annual review. We aim for a long term relationship to see you achieve our goals, and we’re delighted to be there with you every step of the way. As part of the ongoing review of your investment strategy, we seek to work with you over the years to ensure that your portfolio continues to meet your requirements and changing circumstances. Wealth Protection / Risk Insurance
Protecting yourself, your family, your business & your investments are a critical part of any wealth creation or preservation strategy, which can often be overlooked and sometimes not even considered. We are not aligned with any particular product provider, which enables us to offer you or your business the best possible cover. Firstly, we undertake an assessment of the level of cover you need before making the appropriate recommendations, taking into account your situation, insurance needs and cashflow. Polices include life insurance, total and permanent disability insurance, trauma insurance and income protection, as well as coverage for business partners and key workers and business overheads. As well as implementation of insurance cover that suits your immediate needs, we provide ongoing reviews to make sure you have the cover you need as your life changes. Cashflow Management
Our cashflow management program is designed to assist clients achieve financial and lifestyle goals through better money management. Depending on the level of service, we offer a ‘basic plan’ and reporting, through to a ‘high touch model’. These targeted services regularly monitor, update and keep clients on track by helping them understand where and how they spend their money. The end goal is to ensure they maintain the lifestyle they want and can successfully save for future investments and purchases. Estate Planning, General Insurance, Accounting & Taxation
Our advisers are able to assist in these areas in tandem with the various specialists in the particular area. We work with solicitors to put various Estate Plans into action, ranging from Wills and Power of Attorneys, to Testamentary trusts and of course business estate planning in the form of Buy/Sell and Shareholder agreements; General Insurers at a general or no advice level; and Accountants to ensure you have specialists working together to ensure a tax effective outcome for our clients
Lending / Debt Management
We have a panel of over 30 lenders and are not aligned to any particular lender as is the case with many mortgage brokers, which allows us to work in the best interest of our clients, offering a wide range of finance solutions from Home and Personal lending, to Car and Equipment finance, Commercial and Business lending to Debtor finance. We understand that everyone has a unique debt situation, and as such we work with you to identify the best debt management solution for you. We don't just find cheap home loans, we find ones that best meet your individual needs, we can help with debt consolidation as well as business loans. Our advisers will show you how to utilise your money most effectively to assist with minimising and eliminating personal debt.