Investment
Advice

When it comes to your passive income – work smarter, not harder. We ensure your portfolio suits your short-term and long-term financial goals, and can adjust accordingly as your goals and needs change.

We offer a range of investment opportunities and strategies – and also take care of all the tax and compliance on your behalf.

Financial Planning

Financial Planning is a holistic approach to building your long-term wealth and security. You bring the vision, and we provide you with a strategy to best support your financial goals, retirement plans and lifestyle.

We can assist with a wide range of services including wealth accumulation and preservation, budgeting and cash flow management, debt management, investing, tax planning, strategic business planning and financial goal setting.

Courses

Retirement Planning

We believe it’s never too early to start planning for retirement – in fact, the earlier you start considering how you want your retirement journey to look, the more likely you’ll succeed at achieving that vision.

The team at Aintree Group Wealth will help you build your dream retirement using a range of strategies including superannuation management (self-managed or otherwise), investment advice, succession planning and utilising tax effective structures.

Superannuation

Superannuation is all about providing a financial safety net for you and your family, so you can get the most out of your retirement. We have extensive experience with Self-Managed Super Funds (SMSFs) and Trusts. Our team can optimise your existing superannuation strategy, or establish a new fund that better suits your lifestyle and retirement goals.

We also work closely with the team at Aintree Group Chartered Accountants to ensure you get the best tax outcomes for your fund.

Courses

Insurance

Financial planning is designed to protect you and your family, and that involves making sure your loved ones have the financial and legal support they need in the event that something happens to you. We can help guide you through the process of setting up insurance protections for your family, so they don’t have any added stress if something were to happen to you.

This can include setting up income protection, total life insurance, permanent disability insurance and trauma insurance.

Courses

Estate Planning

It is always in the best interests of you and your loved ones to make thorough legal preparations and keep your Estate Plan up to date and legally binding as your life circumstances change. We can show you different ways to maximise your estate by minimising taxes and hidden expenses.

We work closely with the team at Aintree Group Legal, so you don’t have to manage jumping between multiple advisors – we can take care of everything in-house!