Specialised Advice

Specialised financial planning for farmers, business owners and health care professionals can provide significant value, from superannuation strategies to personal risk protection.

Farmers and Business Owners

Understanding the needs of farmers and business owners is essential as cash flow and debt levels have come under pressure in recent times due to tougher farming conditions.

Consortium Private Wealth can assist with SMSF strategies they can result in debt reduction, the purchase of business properties (including farming land) and tax reduction strategies via the transfer of existing business property into superannuation. This strategy provides significant value particularly for those over age 55.

Advice for young farmer’s cash flow management, debt reduction and personal risk protection to cover their family and assets are vital. Asset and insurance policy ownership can have a significant impact on tax outcomes and debt levels, you now have the opportunity to utilise superannuation to assist the farming business in the short-term.

Health Care Professionals

Very few occupations require such a heavy investment in education as health care professionals. With the potential for high incomes, there is opportunity to create significant wealth over your working life. Protecting this investment in education through a personal risk protection package can ensure financial goals may still be met under any circumstances. Advice in this area is significantly more complex for medical professionals, quality advice is essential.

Wealth creation, debt and tax planning strategies are vital to build a substantial asset base required to provide a passive income upon retirement.

Consortium Private Wealth can assist with SMSF strategies that allow you to purchase or transfer your work premises into superannuation, providing substantial tax benefits. SMSF fund establishment, strategic financial advice, personal risk protection, investment advice including direct shares through to our full administration service are essential for those of you in an occupation that does not have enough hours in the day.

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