Wealth creation is about building financial security now so you can focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a difficult decision and will depend on many factors including your overall investment objectives, approach to investment risk and the amount of time you have to invest.
We can help define your personal situation and recommend financial solutions and strategies to help you reach your financial goals.
Whether you are investing to finance your business, lifestyle, private education or provide for your retirement, it’s never too late to take control.
Planning for retirement is one of life’s most important financial considerations. The actions you take today will determine your lifestyle in the future.
Superannuation is one of the most tax-effective long-term retirement savings vehicles, however it can be difficult to keep up with changing rules and regulations. We can explain the rules and provide you with strategies to help you maximise your retirement savings.
Risk Management is an essential part of your wealth strategy, and ensures your family, business and goals are protected in the event of accident, illness and premature death. We help to develop a risk management framework that identifies events that can derail your personal and wealth goals, and where appropriate, mitigate risk via personal insurance products such as Income Protection, Life, Total and Permanent Disability and Trauma insurances.
We ensure that recommended insurance products represent a clear cost benefit, and that policies are structured in the most tax effective way.
Self-managed super funds (SMSF) gives you control of how your superannuation benefits are invested, operated and managed. SMSFs allow you to invest in a range of assets such as shares, managed funds, term deposits, property, art and collectables. You also have the option to borrow to purchase property and shares.
While SMSFs are a compelling structure for those who want full decision making capabilities, having your own fund can generate a mountain of paperwork, such as looking after the establishment, asset administration, super administration, investment strategy and end of year financials.
As well as assist you with the establishment of an SMSF, we provide you with ongoing strategy, investment, insurance and estate planning advice for your SMSF and can provide assistance to other superannuation professionals in relation to asset administration, super administration and end of year financials.
We meet to assess your needs, goals, challenges, and complexities and see how we can add value.
Confirming your circumstances, goals & objectives prior to beginning our work.
We prepare a draft advice document outlining our recommendations.
We present your tailored plan and begin implementation of our recommended strategies once approved.
We provide ongoing support, keeping your finances aligned with evolving goals/ circumstances for peace of mind.
FAQs
Orbis Wealth provides comprehensive financial services, including wealth management, investment planning, superannuation strategies, retirement planning, tax optimisation, and risk management to help you achieve your financial goals.
Orbis Wealth is dedicated to individuals, families, and businesses seeking tailored financial advice. Whether you're planning for retirement, growing your wealth, or managing your business finances, our experienced advisors can create a strategy to fit your needs.
Orbis Wealth stands out with a client-centric approach, emphasising transparent communication and personalised strategies. Our team of experts is committed to aligning financial plans with your personal values and life goals, ensuring a truly customised experience.
Financial planning is the process of assessing your current financial situation, setting goals, and developing a strategy to achieve them. It covers areas like budgeting, investments, superannuation, tax planning, and retirement preparation. A well-structured financial plan provides clarity, reduces financial stress, and helps you build long-term wealth while ensuring financial security for the future.
If you're uncertain about managing your finances, planning for major life events, or making investment decisions, a financial adviser can provide expert guidance. Whether you're looking to grow your wealth, minimise tax liabilities, plan for retirement, or protect your assets, professional advice can help you make informed decisions and avoid costly mistakes.
The timeframe for developing a financial plan varies based on your circumstances and goals. Generally, the process takes between two to six weeks and includes an initial consultation, data collection, financial analysis, and strategy development. Our team ensures that every plan is thoroughly crafted to align with your financial objectives and provide long-term value.
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