Asset Protection Specialists
Australia's top investors enjoy the peace of mind of having their investments safe from prying legal claims while minimising their tax exposure. It's time you joined their ranks.
From family trusts to companies and superannuation funds, our experts have matched hundreds of hard working Australians with a strategy for keeping their wealth safe and well managed.
Simply select what stage you're in. If you'd like to learn more, please book a call or call us on 02 9188 0815
I'm looking for more information on Asset Protection before I'm ready to talk to someone.
What are the legal implications?
How does a family trust work?
What happens in future?
What are the typical costs?
I'd like to be proactive and have a no-obligation 15 minute call with an expert
Consultations can be held via Zoom
What Is Asset Protection?
The aim of asset protection is to legally safeguard your wealth from those who might wish to take it from you. A simple example is conducting business under a company structure instead of a sole trader. In the event of a business failure, your personal assets are much safer as the risk is quarantined to the company.
Case Study
Michael and Emma wished to purchase an investment property for their retirement. Both are in their late 40s and earn above $120,000 per annum.
Free Consultation
Schedule a free consultation over the phone or Zoom. We'll go over some basic questions over your situation and can give some very general advice.
Expert Panel Referral
We introduce you to a member of our expert panel who specialises in your particular situation and questions. The expert presents you with a couple of options to choose from as to how you'd like to proceed.
Review Your Options
After you weigh up what your potential outcomes are, you can pick your optimal outcome.
You can even opt out of the process at this point at no charge.
Execution of
the Plan
The expert works with you to execute the plan and help you reach where you'd like to be.
