Wealth Creation and Financial Planning

Wealth creationOur accountants have the knowledge and skills to help you when you are ready to pass on your wealth or we can help you plan how to transfer your wealth when you are gone. If you own a business, we help you prepare to sell or transfer the business. We can refer you to a lawyer to prepare a will or power of attorney if one is needed.

By understanding your specific situation, we assist in protecting your assets from potential lawsuits and ensure ongoing asset management by using trust structures to shield your assets from creditors.

Together with our trusted financial advisor, we can help you plan for your future by providing high quality and reliable advice that enables you to grow your investments while protecting your current and future wealth. Our advisor can also help you choose the right type of insurance and cover.

We assist clients in setting up Self Managed Superannuation Funds and our financial advisor can help you with proven strategies to grow your assets.

Our principle, Louis Aldum CA, is a Sub-Authorised Representative (No 1243239) of Zoan Financial Services Pty Ltd (ABN 81 612 097 748) which is a Corporate Authorised Representative (No 1243229) of GPS Wealth Ltd (ABN 17 005 482 726 / AFSL 254544 / Australian Credit License 254544)).

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The information contained on this webpage has been provided as general advice only. The contents have been prepared without taking account of your objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial circumstances, and needs.

Whilst Louis Aldum and Zoan Financial Services Pty Ltd are of the view that the contents of this webpage are based on information which is believed to be reliable, its accuracy and completeness are not guaranteed and no warranty of accuracy or reliability is given or implied and no responsibility for any loss or damage arising in any way for any representation, act or omission is accepted by Louis Aldum or Zoan Financial Services Pty Ltd  or GPS Wealth Ltd or any officer, agent or employee of Louis Aldum or Zoan Financial Services Pty Ltd or GPS Wealth Ltd.

Call us for a free 1 hour consultation on 08 9321 4974.