Our Services

Superannuation and Retirement Planning

Planning for retirement is crucial to ensuring financial security and peace of mind. We provide expert advice on superannuation strategies tailored to your goals, helping you maximise your retirement savings and achieve financial independence.

Our services include:

• Reviewing and consolidating your superannuation funds to optimise performance and reduce fees

• Developing tailored investment strategies based on your risk profile and retirement goals

• Guidance on salary sacrificing and contribution strategies to boost your super balance

• Understanding tax benefits and regulations to maximise retirement savings

• Transition to retirement (TTR) strategies for tax-effective income planning

• Retirement income planning, including annuities, pensions, and lump sum withdrawals

Self-Managed Superannuation Funds (SMSF)

For those seeking greater control over their retirement savings, we offer SMSF establishment services to help set up and structure your fund in compliance with ATO regulations.

Our SMSF services include:

• Establishing and structuring your SMSF in compliance with ATO regulations

• Advice on investment strategies, including direct shares, property, and managed funds

• Guidance on compliance, administration, and reporting to meet regulatory requirements

• Guidance on SMSF borrowing strategies (limited recourse borrowing arrangements)

• Pension strategies for maximising tax-free income in retirement

• Assistance with estate planning and succession strategies within your SMSF

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Whether you're looking to grow your super, transition into retirement, or manage your SMSF effectively, our expert advice are here to guide you every step of the way.

Investment Advice Services

Building wealth requires a well-structured investment plan tailored to your financial goals and risk tolerance. With our expertise in financial planning, we provide personalised advice to help you navigate the complexities of investing and achieve long-term financial success.

Our investment advice services include:

• Developing personalised investment strategies aligned with your objectives

• Asset allocation guidance to diversify and manage risk effectively

• Advice on shares, managed funds, ETFs, and fixed-income investments

• Ethical and sustainable investment options for socially responsible investing

• Tax-effective investment strategies to optimise returns

• Ongoing portfolio monitoring and adjustments based on market conditions

Investment Planning for Kids

Planning for your child's future education or financial security requires a thoughtful investment approach. I provide tailored strategies to help you build a solid financial foundation for your children.

Our kids' investment planning services include:

• Setting up investment accounts for your child's future needs

• Education savings plans to ensure financial preparedness for schooling and university

• Strategies for tax-efficient investments in your child's name

• Long-term wealth-building approaches for your children's financial security

• Regular portfolio reviews to adjust based on financial goals and market conditions

Personal Insurance Services

Life is unpredictable, but the right insurance can provide financial security and peace of mind for you and your loved ones. At Art Wealth, we specialize in tailored personal insurance solutions designed to protect your income, assets, and family in times of need.

Our Personal Insurance Services

•  Life Insurance – Provides a lump sum payment to your loved ones in the event of your passing or terminal diagnosis, ensuring financial stability and peace of mind.

• Total & Permanent Disability (TPD) Insurance – Offers financial protection if you become permanently unable to work due to illness or injury.

• Income Protection – Replaces a portion of your income if you're unable to work due to illness or injury, helping you maintain your lifestyle and meet financial commitments.

• Trauma Insurance – Covers you with a lump sum payment if you're diagnosed with a serious illness such as cancer, heart attack, or stroke, helping with medical costs, time of work and lifestyle adjustments.

Why Choose Us?

• Tailored Advice – We take the time to understand your financial situation, goals, and risks to recommend the right coverage for you. Your insurance covers will be tailored to your unique circumstances.

• Expert Guidance – With more than 10 years experience, we ensure your insurance is integrated along with your broader wealth strategy.

• Ongoing Support – Life changes, and so do your insurance needs. We review your policies at least annually to keep your insurance up to date with your changing needs

• Compettive quotes - Access to all the major insurers in Australia for the best ceverage at competitive rates

• Claim Service - With our expert guidance, we will be able to help you your insurance claims.