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Perth

Wealth management

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Propel your future
We help clients to achieve their financial goals through a compassionate, informed, and personal approach

The PKF wealth management team helps clients achieve their goals by providing holistic wealth management advice, with expertise in investments, superannuation, retirement planning, estate and succession planning, tax, risk management and insurance.

When we first meet with you, we get to understand your personal situation and establish both
your lifestyle and investment objectives. Your goals may include maximising wealth, meeting retirement objectives, minimising tax, repaying debt, establishing a regular savings plan, maximising social security entitlements and estate planning needs.

Drawing on their years of experience and knowledge to help you plan for your future, strengthen your financial security, and feel confident about making decisions to achieve your financial goals – whatever stage of life you’re at.

Our Financial Planning Team will help you with:

  • Wealth creation 
  • Investment advice
  • Retirement planning
  • Tax effective strategies
  • Self-managed superannuation fund
  • Risk management and insurance
  • Debt management
  • Estate and succession planning 
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The value we provide 

  • We educate you on the benefits of investing and saving for your retirement
  • PKF ensure that superannuation investments are structured to meet your individual needs, and we recommend contribution and investment strategies to assist you to meet your objectives
  • We assist you in achieving both your short-term and long-term investment goals
  • Regularly review your individual circumstances to ensure that our strategies remain relevant to achieving your lifestyle goals
  • Assist you with your estate planning needs
  • As you approach retirement, we help you receive a tax-effective income while maximising the longevity of your capital
  • We simplify and explain the changing legislation which applies to superannuation and how it may impact you
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