When effective financial planning and wealth management is combined with our compliance and business advisory services the results are nothing short of spectacular. Perta Thomson Partners Wealth Management was created to ensure that we are able to offer all of our clients the opportunity to access these fantastic results.
Unfortunately, wealth management is often an area that is neglected because it is not perceived as a 'have to have'. Again, referring to our three key factors for growing wealth, nothing could be further from the truth. Wealth Management is as important, if not more important, than both compliance and business advisory.
If you go through the hard yards to improve the performance of yourself and your business, meet all legal obligations and minimise tax only to invest your earnings poorly, or worse, not invest them at all, then how have you grown and met your definition of success? The fact is that without wealth management you will not be likely to achieve your full potential.
Perta Thomson Partners Wealth Management gives specialist advice around wealth creation and management, superannuation, retirement and estate planning, investment and personal risk insurance. For more information on how Perta Thomson Wealth Management can assist you please contact us to organise an appointment with our Senior Planner, Mr. Scott Dodgshun.