Services



Services

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Superannuation & SMSF


Superannuation is the gateway to a wealthy retirement.

Take control of your super now and you can potentially be much better off in the future. At VWG, we believe super doesn’t have to be complicated. We will show you how to take advantage and benefit from the tools super funds provide.

Self Managed Superannuation Funds (SMSF’s) are the fastest growing sector of the superannuation industry. A SMSF allows you more control than traditional superfunds and offers access to a wider range of investment choices that can be specifically tailored to the individuals’ requirements.

Risk and Insurance


It is sensible to invest in your financial security but it is extremely important to do so if you have a family. It’s not an easy task to determine what is your right level of insurance; therefore a comprehensive assessment will enable us to provide you with multiple recommendations. You will have peace of mind knowing that if the unexpected happens, then yourself and your family are protected from a financial burden.

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Investment Strategies


Regardless of your situation, lower risk for the same amount of expected return is better. That’s why we utilise all global liquid asset classes and adhere to the principles of Modern Portfolio Theory. We believe your money should be invested strategically and our approach is designed to grow your assets in the most efficient and cost effective way.

Portfolio Management


Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other trade-offs encountered in the attempt to maximise return at a given appetite for risk. Vision Wealth Group can manage and maintain portfolios of any size and we can take away all the stress & pressure you may encounter whilst trying to do it yourself.

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Property Investment


Here at VWG we work closely with property developers Australia wide to provide turn key solutions to clients looking at entering the investment market or adding property to their existing portfolio.

Retirement Planning


With global markets becoming more volatile and slower growth expected, even high net worth investors are concerned today about having enough to retire. More than ever, investors like you need trusted advice and a sound plan. Whether it’s saving for, transitioning to or living in retirement, VWG can provide you with more peace of mind through a tailored financial plan that can be adjusted to remain on track through life changes and economic events.

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Estate Planning


An estate plan will help you protect and transfer your wealth to the ones who are most important to you. Establishing this plan may lead to questions that can be emotionally challenging. Our advisors can provide an objective perspective and draw upon the expertise of professionals who specialize in this area as well as insurance strategies, trusts and philanthropy.

Tax Minimisation


Tax is something we all have to deal with during our working lives, and occasionally even during our non-working lives. There are numerous strategies that can range from simple to complex approaches and we will ensure that you have the right plan in place to minimize the quantity of tax payable.

Lets be honest, who doesn’t want to pay less tax?

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Superannuation & SMSF


Superannuation is the gateway to a wealthy retirement.

Take control of your super now and you can potentially be much better off in the future. At VWG, we believe super doesn’t have to be complicated. We will show you how to take advantage and benefit from the tools super funds provide.

Self Managed Superannuation Funds (SMSF’s) are the fastest growing sector of the superannuation industry. A SMSF allows you more control than traditional superfunds and offers access to a wider range of investment choices that can be specifically tailored to the individuals’ requirements.

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Risk and Insurance


Investing in your financial security is important but if you have a family then it is extremely recommended. It is difficult for anyone to determine his or her right level of insurance; a comprehensive assessment will calculate what would be ideal and we will provide recommendations on these. If something unexpected happens that produces a financial burden, then you and your family will be protected.

Alt Text

Investment Strategies


Your money should be invested strategically. Our approach is designed to grow your assets efficiently and save you money. Regardless of your situation, lower risk for the same amount of expected return is better. That’s why we utilise all global liquid asset classes and adhere to the principles of Modern Portfolio Theory.

Alt Text

Portfolio Management


Portfolio management is all about strengths, weaknesses, opportunities and threats in the choice of debt vs. equity, domestic vs. international, growth vs. safety, and many other tradeoffs encountered in the attempt to maximise return at a given appetite for risk. Vision Wealth Group can manage and maintain portfolios of any size and we can take away all the stress & pressure you encounter whilst trying to do it yourself. Leave it to the professionals at VWG.

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Property Investment & Mortgage Broking


Whether you’re looking to buy an investment property or your first home Vision Wealth Group has access to multiple lenders and can compare competitive rates to ultimately get you the best deal. Here at VWG we work closely with property developers Australia wide to provide turn key solutions to any of our clients looking at entering the market or adding property to their portfolio.

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Retirement Planning


With global markets becoming more volatile and slower growth expected, even high net worth investors are concerned today about having enough to retire. More than ever, investors like you need trusted advice and a sound plan. Whether it’s saving for retirement, transitioning to retirement or living in retirement, at Vision Wealth Group, we can help give you more peace of mind through a financial plan that is able to adapt and adjust to remain on track as economic events and your life change.

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Estate Planning


An estate plan can help you enjoy the benefits of your success today while providing for others in the future. However, establishing a plan may lead to questions that are difficult and emotional to ask. Our advisors can provide an objective perspective and draw upon the expertise of professionals who specialize in estate planning, insurance strategies, trusts and philanthropy. This helps you protect and transfer your wealth in a way that benefits the ones who are most important to you.

Alt Text

Tax Minimisation


Like or hate it, tax is something we all have to pay during our working lives, and for some during our non-working lives. However, there are numerous strategies to reduce the amount of tax we pay throughout our lives.

These can range from simple to complex strategies.

At Vision Wealth Group we work to ensure you have the right strategies in place in order to reduce the amount of tax you pay during life and at death. Lets face it; paying less tax is always a good thing.