wealth management services.
Our approach to wealth management is a holistic one.
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We make super simple.
Superannuation is a complex area, and you need specialist advice to ensure you get on track and stay there. We will analyse your current situation, ensure you are in the right fund for the right purpose with the right asset allocation, and then continue to monitor and change as necessary in consultation with you.
Self Managed Super Funds (SMSF) are growing at a rapid rate, but they are not always the most appropriate vehicle for your super. We will give an unbiased view on their suitability for your situation and explain the mechanics of how to set them up and if gearing is appropriate.
Evaluating risk, testing scenarios and constructing a portfolio.
Our approach to investments and wealth creation involves a rigorous process of evaluating your risk profile, testing this against a range of scenarios, and then constructing a portfolio that suits. We monitor this continuously, utilising research from our asset allocation, direct equities, managed funds, and financial markets teams. We use direct equities, managed funds, bonds, and term deposits to construct a diversified portfolio of investments appropriate to your risk profile and state in life.
Protecting you from life’s unexpected twists and turns.
One of our passions is ensuring you are protected from life’s unexpected twists and turns. Be it death, disability, illness, or accident, we make sure that there is an adequate and appropriate cover to look after your family if the unexpected were to happen. We make sure this cover is structured appropriately and taxed effectively and that the proceeds flow to the people who need it most.
We help to unpack the jigsaw of aged care.
Aged care advice can be complex and daunting. We help to unpack the jigsaw of aged care, ensuring you get the best advice at a sometimes difficult time.
Specialist advisors providing concise and proactive advice.
Whether you own a business, are looking out for those you care most about, or both, our specialist advisors provide straightforward and proactive advice. We can look after multiple generations of the same family and provide coaching to improve financial behaviour and knowledge over time.
James is highly professional, trustworthy, diligent and caring. He has proven he is able to communicate and work with the often complex, multi-generational family farm structure. We have no hesitation and are in fact proud to recommend James and his team at North West Wealth Management to any of our piers in agricultural business.
John & Martine Trail “Wattle Creek”
We appointed Lee-Anne as our Financial Adviser in 2012 and she proceeded to set out a retirement strategy for us. As time progressed we developed a good business relationship as Lee-Anne had a good understanding of our retirement needs and we had faith in her advice and knowledge. We have regular discussions throughout the year and receive a phone call just to see how we are travelling.
Ten years have passed and we are very pleased with our decision in appointing Lee-Anne as our Financial Adviser. Her skills and knowledge have given us a happy retirement life and we recommend her to anyone who is in the same lifestyle position as us.
Laurie and Gwen Hoad.