Wealth Management. Maximise the present, secure the future, outsource the thinking.
We take the time to really understand your goals and then explain how to get there simply with a strategic plan.Book an appointment
We work with people of all ages to empower their financial decisions.
We help our clients live a life they value through ongoing financial advice services. You might be starting at square one, planning a family, interested in property, thinking about your retirement or helping a loved one transition into Aged Care. We’re here to help you manage cash flow, build wealth, live in your dream home, reduce your taxes, protect your family and plan for a comfortable retirement.
You’re never too young and it’s never too late to plan how you’d like to spend your retirement and what you’d like to leave behind. We take the time to really understand your goals and then explain how to get there simply.
How we help.
Getting started with a plan
Not sure where to start? Our financial advisers have the experience to guide you through your financial decisions with easy strategies to help you get ahead.
They’ll coach you through your short, medium and long term financial goals, and help you deal with any bumps in the road.
Protecting what’s important
Have you considered how you would pay your living expenses if you were unable to work? Or what would happen to your loved ones if you weren’t around to look after them? We can walk you through a range of policies to suit your needs.
Planning your future
What might your life look like once you’ve retired? It might seem daunting to think about your finances in retirement, but the sooner you start planning the easier it will be. We have a wealth of experience in working with people just like you. Live every stage on your terms and decide what you’d like to leave behind.
Manage your cashflow
Do you truly understand your spending? Could you be distributing your funds in a more tax-effective way? Getting your debts under control could be the quickest way to create wealth for yourself. With some clever tweaks, our financial advisers and lending specialists can ensure you’re making the most of your money.
Our Financial Advisers are experts at creating a plan to match your circumstances.
Superannuation & Investing +
Our services are designed to give you peace of mind that your portfolio works for you and meets your objectives as well as your risk appetite, without having to worry about the day to day operation.
- Active management of assets
- Diversified managed account options
- Contribution rules
- Structuring appropriate pensions
- Ongoing legislation changes
- Compliance (SMSF)
Retirement Planning & Advice+
Take the guesswork out of your future and have a structured and achievable plan in place to ensure what you envision for yourself is achievable.
- Transitioning to retirement
- Pension structuring
- Age pension entitlements
- Investment management
- Aged care
Cash Flow & Tax Planning+
Our working lives are limited, so it’s important to maximise what time we have by using the best available strategies:
- Budget/spending analysis
- Income splitting
- Salary packaging/sacrificing
- Negative gearing
- Managing capital gains/losses
- Debt management
Insurance & Wealth Protection +
Having the right strategies and protection gives you peace of mind that your goals can be met and your loved ones taken care of regardless of unanticipated events.
- Loss of income
- Loss of assets
- Life insurance
- Injury & disability
- Child trauma
- Business succession planning
Succession & Estate Planning+
Growing your wealth is only part of the equation. Preserving it requires the application of the right tools and considerations:
- Individual or joint ownership
- Tenants in common
- Powers of attorney
- Power of guardianship
- Management rights
- Succession rights
Aged Care +
The complexities can be overwhelming, however, we’ve navigated them before and we are always up to date with legislation changes so you don’t need to be. Our in house specialists can help with every stage from downsizing the family home to paying for home care, retirement villages and transitioning to a care home.
The Corporations law makes a distinction between retail and wholesale clients. Those clients with greater knowledge and experience with investing may fall into the wholesale category. The benefit of gaining classification of a “sophisticated or professional investor” is access to a broader range of investment options otherwise not available to retail clients. Our in house investment arm, Beulah Capital, has a professional team with extensive experience in designing specific portfolio’s to client needs.
Your investment portfolio is the key driver for many of your goals and objectives.
For more information on our wholesale investment offering, please visit beulahcapital.com