Estate Planning
The way you structure your Will can have a significant impact on the tax that your estate and beneficiaries need to pay. Using structures like jointly owned investments, discretionary trusts and testamentary trusts, can help ensure you leave behind a valuable legacy, not a hefty tax bill. Referring you to specialist lawyers that will assist you develop a plan so that when the time comes to transfer your wealth to the next generation, it is done efficiently, according to your wishes and without the potential for conflict.
Retirement Planning
Everyone’s retirement looks different. What lifestyle are you looking to live in retirement? AOWM clients have a vast array of dreams and goals including .......
Cash flow
The foundation of any financial strategy involves having a thorough understanding of your current and future cashflow. Are you generating a surplus .............
Debt Management
Is your current loan arrangement suitable for your needs? Is the interest rate comparable to other loans? Are your loan repayments structured correctly? .......
Investment Management
Offering a range of unbiased and transparent portfolios designed to suit your risk profile, needs and preferences. Offering a range of unbiased ...........
Superannuation
Superannuation is one of the most tax effective ways to create wealth and generate income for your retirement. Many investors have limited visibility.....
Asset Ownership Tax Structuring
Working closely with your accountant the team at AOWM will provide you information on the benefits of tax strategies.......
Personal and Business Insurance
One of your greatest assets is your capacity to earn. Protecting your income, assets and lifestyle with appropriate .......
Estate Planning
The way you structure your Will can have a significant impact on the tax that your estate and beneficiaries need to pay. Using structures like jointly ......
