TAX STRUCTURING & ASSET PROTECTION

FIRE WEALTH ADVISERS PROVIDE STRATEGIC FINANCIAL ADVICE

This includes pre-retirement and retirement planning (including superannuation) strategies, using appropriate tax structures for asset protection and to facilitate the efficient transfer of wealth to the next generation.

Our advisers have the knowledge and expertise to guide your decision making in utilising a range of tax structures such as a family trust, company, superannuation fund or private ancillary fund, tailored to meet your personal financial goals.

We focus on building your wealth for the long-term through smart tax structuring combined with sound investment decisions. Investments held in certain entities can provide asset protection and be optimised to deliver increased after-tax returns.

Where relevant, we also assist in the transfer of wealth to the next generation to build on your legacy and safeguard it for the future.

PORTFOLIO CONSTRUCTION & MANAGEMENT

FIRE WEALTH ADVISERS BUILD AND MANAGE CLIENT PORTFOLIOS

Building wealth requires skill, knowledge and experience. With your goals, time frame, cash flow needs and risk appetite in mind, we will develop your diversified portfolio across a range of asset classes using our understanding of portfolio construction and asset allocation principles, matched with quality investments.

FIRE Wealth Advisers has expanded on the traditional approach to portfolio construction by utilising proprietary, sophisticated, statistics-based modelling software that allows clients to choose an asset allocation based on expected levels of after-tax return and risk.

Our investment committee actively monitors appropriate securities, fund managers and investment opportunities to recommend to you, and you can expect to be kept updated and informed.