Additional information


en			ru			jp

Finance Lounge

Add privatebanking.com as a search provider to your browser

Advanced Search

Private Banking & Wealth Management search tool

Search entity

Home

Australia and Pacific

Wealth Connexion Pty Ltd

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Wealth Connexion Pty Ltd

Vision:

What do we mean by:
"Financial Planning
for Generations"
To get the optimum solution for you definately requires consideration of your broader family situation.
As such, a core part of our client value proposition is to assist other members of your family where appropriate. In fact, if we are doing our job properly, other members of your family will in time also become our clients.
Your Children – let us be their first port of financial call for them. For example-
Setting up a portable super fund when they start their first job.
Assist them as they go through the various stages of life e.g. savings funds for a home deposit; later borrowing to invest based on equity in house, etc
Your Parents – let us design an appropriate financial strategy which takes into account their stage of life. For example –
Their need for service if they are going to be traveling frequently
Strategies for a surviving partner
Leaving a legacy ie:- handing down assets from one generation to another, whilst still maintaining the lifestyle of the older generation. (This will require income to be received efficiently by the older generation and for growth assets to be adopted well after retirement.)
Assisting you to provide financial and aged care assistance to elderly parents
Your Will – making sure your wishes are implemented. For example –
Ensuring funds are available to repay debts in the event of your death and disablement
Taking care of children from previous marriages
Providing funds for specific purposes such as education of your grandchildren
Estate planning may also include preserving assets for particular individuals and/or blood relations

Back

Privatebanking.com

Get the attention you always wanted and promote your corporate image and standing by benefiting from our state of the art interactive web presence.

Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

©	Copyright by PRIVATE BANKING.COM 2002- - All rights reserved.