Client-centred, professional, friendly and transparent
Attain Wealth Advisory offers a variety of services that can help you make the most of your money and reach your financial goals.
Our Services
01
Investment strategy and portfolio construction
A tailored investment portfolio is built around understanding your existing financial position, your objectives, the expected time horizon to achieve your goals and your tolerance to risk.
02
Superannuation and retirement income streams
Attain Wealth Advisory can help navigate the complex and changing Superannuation landscape to help you meet your retirement goals.
03
Asset structuring and tax planning
Attain Wealth Advisory seeks to structure investments in the most appropriate vehicle.
04
Self-Managed Super Funds
Attain Wealth Advisory offers self-managed super funds (SMSF) services that help individuals take control of their retirement savings, provide them with a broader array of investment options than other Superannuation funds and an increased level of flexibility in running the fund and the investment decisions themselves.
05
Business Succession Planning
Attain Wealth Advisory helps business owners create a plan that will protect your business, its employees and their family and guide the continued success of your business.
06
Estate Planning and Personal Insurances
Attain Wealth Advisory work with our clients and specialist estate solicitors to create a customised estate plan.
