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

Blue Chip Wealth Management Pty Ltd

Back

Review Avg.
Reviews:	0

Contact Page

Additional information

Write Review

Browse Review

Additional information

Blue Chip Wealth Management Pty Ltd

Profile:

Blue Chip Wealth Management offer a range of services including:

Tax Minimisation and Wealth Creation
Strategic advice to reduce mortgages and build wealth
Making the most of potential savings
Savings plans and guidance on budgeting
Strategies to reduce tax before end of financial year

Investment Strategies
Property trusts, shares and managed funds
Strategic investment to meet goals
Tax minimisation

Risk Insurance
Personal life, disability and income insurance
Business principal(s) and staff insurance
Estate planning
Business succession planning

Superannuation Strategies
Self Managed superannuation
Tax Minimisation in superannuation
Personal superannuation plans
Rollover/combining multiple superannuation funds

Retirement & Pension Strategies
Tax efficient retirement income
Retrenchment and early retirement advice
Superannuation and private pensions
Centrelink benefit optimisation

Business Services
Business “Wills”
Business principal(s) and staff insurance
Company superannuation and staff benefits planning

Overview:

Blue Chip Wealth Management Pty Ltd advisers have been providing prestige financial planning services to Australians and ex-pats around the world for over 30 years. Clients seem to like us because we not only deliver solutions to their financial issues, but also because we simplify financial matters, making them easy to understand.
The only thing you may have in common with others is that you either have a nest egg of anywhere between $250,000 and $10 million, or that’s what you want and are willing to take action to get it.

Generally, to achieve financial independence you need a plan. This can be tailored for specific needs such as combining multiple superannuation funds, setting up income insurance or more usually a comprehensive plan.

Your overall personal and business needs are examined in all areas that relate to both, ‘risk and reward’.
Risk issues relate to protecting major assets: primarily your human life value, your income, your business equity – all in the interests of yourself and those close to you.
Reward issues relate to all the wealth components of your family estate, from small superannuation funds to ‘self managed super funds’, entrepreneurial and professional enterprise.
Independent research and our professional judgement will lead to advice about financial products such as insurance policies, investments, superannuation / pensions and mortgages, if required.

You can have access to 100’s of investment, superannuation, insurance and bank products on our menu.

Our task is to make sure you don’t waste money or time on any financial issue when we know we can help you.

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.