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Wealth Management
Sydney
To discuss your wealth protection needs please contact one of our qualified Financial Advisers at Future Wealth Group on Phone 1300 691 861 or [email protected].
Insight Into Wealth Protection
Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance. An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family. Despite this Rice Warner Actuaries calculate that over 95 per cent of families do not have adequate insurance.
An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family. Despite this Rice Warner Actuaries calculate that over 95 per cent of families do not have adequate insurance.
Choosing The Right Cover
There are different types of cover that fall under the broad heading of life insurance:
Life Cover
Ensures financial support for beneficiaries after the insured’s demise, offering peace of mind and security.
Trauma cover
Offers financial relief upon diagnosis of critical illnesses or injuries, aiding in recovery and stability.
Income protection
Safeguards your earnings by replacing income during periods you can’t work due to illness or injury.
How We Can Help
Future Wealth Group has access to a large range of insurers and we can tailor your wealth protection plan to suit your circumstances. We will make the insurance process as simple as possible and help you get the right cover to protect you and those you love with a financial safety net in the event that the unexpected occurs.
Aren't i already covered through my work & the government?
You may be eligible for some compensations and entitlements depending on your situation (for example Workcover, Sick leave, Social Security). However will these be enough? Will you qualify? And what are the waiting periods?
Read More About Wealth Management
Wealth Management FAQs
What makes a good wealth manager?
A good wealth manager is defined by their ability to provide customised financial solutions that align with your personal goals. Key traits of an effective wealth manager include:
- Experience: The ability to navigate various market conditions and deliver long-term financial strategies.
- Transparency: Clear communication of fees, services, and the approach to achieving your financial objectives.
- Client Alignment: Ensuring that strategies reflect the client’s personal goals and values.
At Future Wealth Group, we are proud to be wealth managers in Sydney who uphold the highest standards of professionalism and ethics. Our holistic approach considers your full financial picture—from investments and superannuation to retirement and estate planning. By working closely with accounting and property experts, we offer comprehensive wealth management services, making sure that all your financial needs are addressed.
How to choose a wealth management advisor?
Choosing the right wealth management advisor is crucial for your financial well-being. There are several key factors to consider:
- Qualifications: Look for certifications like Certified Financial Planner (CFP), which indicate the advisor’s level of expertise.
- Track Record: Ask for references or look at client testimonials to get an idea of their success in managing others’ wealth.
- Personal Connection: Since you’ll be working closely with this person, it’s essential to feel comfortable and confident in their ability to understand your goals.
We focus on building strong relationships with our clients. As wealth management advisors in Sydney, we take pride in offering personalised, client-focused services. Our commitment to providing ongoing support ensures that your financial strategies are always aligned with your evolving needs.
What services do wealth managers provide?
Wealth managers offer a broad range of services designed to help individuals and families effectively manage their finances. These typically include:
- Investment advice: Creating customised strategies to grow your wealth.
- Retirement planning: Ensuring financial security in your post-work years.
- Tax strategies: Minimising tax liabilities through careful financial planning.
- Estate planning: Preserving your wealth for future generations.
We offer a wide array of wealth management services, ranging from wealth management in Sydney to mortgage broking, retirement planning, and estate management. We work closely with accounting and property professionals to provide holistic advice according to your situation, ensuring your financial goals are achieved in the most efficient way possible.
When should you start wealth management?
Wealth management can benefit individuals at any stage of life. However, the earlier you begin, the more time you have to grow and protect your assets. Key moments to consider in wealth management include:
- Young professionals: Starting your career and establishing long-term financial goals.
- Mid-career: Planning for significant life events like buying a home, funding education, or expanding your investments.
- Pre-retirement: Preparing for life after work, ensuring your assets are secure and sufficient for your retirement years.
We support clients at every stage of life. Whether you’re just starting your career or are preparing for retirement, our team of wealth advisors in Sydney is equipped to provide guidance that fits your specific life circumstances. Early planning is key to building and protecting your wealth, and we are here to assist you in making those informed decisions.
Benefits of professional wealth management
Working with a professional wealth manager offers several important benefits:
- Personalised strategies: Professional wealth managers create financial strategies according to your specific needs, ensuring that your short- and long-term goals are met.
- Expert guidance: Access to expert knowledge helps you make informed decisions, with strategies adjusted to meet changing market conditions or personal circumstances.
- Financial clarity and control: A professional manager brings clarity to your financial picture, giving you confidence in your financial decisions.
We offer ongoing support to ensure that your financial strategies evolve as your circumstances change. Our commitment to providing clear, expert advice ensures that your financial plan not only fits your current needs but is also adaptable for the future. With our wealth management in Sydney, you can rest assured that your financial future is in capable hands.
Take Control of Your Financial Future with Future Wealth Group
If you’re ready to take control of your financial future, Future Wealth Group is here to help. We offer a full range of wealth management services, from investment and retirement planning to estate and tax management. Our wealth managers in Sydney are committed to providing the professional, personalised advice you need to achieve financial clarity and independence.
Contact us today to learn more about how we can assist you in managing your wealth and reaching your financial goals. Our experienced team is here to provide the guidance you need at every stage of life.
