The development of a holistic strategic plan is a critical first step in the wealth creation and wealth management process. Often wealth creation is incorrectly limited to focus solely on investment advice. However, wealth creation is a concept that incorporates not only investment advice but also structuring, taxation, asset protection, insurance and cash management; all of which are underpinned by the goals and objectives you have set for yourself.
Equipped with an Australian Financial Services License (AFSL), the advisers in the Monash Wealth team are experienced in providing financial planning advice that takes this holistic approach. We believe that keeping your financial and personal objectives at the centre of your tailored strategy is the best way to help you meet your goals, while also helping to build a strong and trusting relationship between you and your adviser. There is never a time when two clients situations are the same, therefore we will always develop a financial plan built specifically for you and your circumstances?