Creating wealth for you, your family and your future is important. Our team understand the process, the opportunities and limitations, working with you to align with your goals and present situation to enable you to build an attractive wealth position.
What we do:
- Financial planning
- Wealth planning
- Estate planning
In planning your future, we support you by understanding your goals and providing financial planning and investment advice. Our team has the experience and smarts to design a structured financial plan, whilst considering appropriate risk-return rewards for you as the investor. We combine our portfolio management services with our financial planning, retirement and estate planning services to maximise the value of our service offering to you.
Our approach is transparent. We will agree on fees before commencement of any paid work, on a fee for service basis. You authorise us to proceed on your behalf.
The advisers of KMT Wealth Strategists (SA) Pty Ltd can provide financial services as authorised representatives of Lionsgate Financial Group Pty Ltd ABN 92 140 591 484, Australian Financial Services Licensee 342766 (“Lionsgate”). Please refer to our Financial Services Guide. KMT Wealth Strategists (SA) Pty Ltd is authorised representative No. 364439, Allan Taylor is authorised representative No. 3015596 and Michael Fox is authorised representative No. 232228 of Lionsgate. Head Office and Mail Address of Lionsgate: Suite 1402, Level 14, 122 Arthur St, North Sydney NSW 2060, Tel: 1300 683 323, Fax: 1300 189 552. FSG document.
To create an independent and prosperous future, you need a plan. Our KMT Wealth team works with you to identify your current financial position, your constraints and future wealth aspirations; assess threats and risks; create a safe journey to achieve your goals; monitor your affairs and guide you in your choices.
How you identify financial aspirations and select your journey is vital. For business owners, it’s important to build wealth outside of your business too. We design strategies to support this, as well as those to protect your after-tax wealth.
For families, you may also have issues with planning for and designing how wealth will be transferred to the next generation. An estate plan can overcome some limitations of wills in intergenerational wealth planning. Our team will work with you to develop appropriate ownership of their assets through the various taxation and business structures. We ensure you understand the issues of using trusts and super funds, leaving clear guidance and paths for the best financial outcomes of future generations.
When your estate encompasses the complexities of business entities, investment structures and superannuation, you need an adviser that ensure that your wishes are achieved. We often advise your whole family, working with individuals or groups to ensure family harmony is maintained during these difficult periods.
For a no obligation consultation to discuss your wealth creation, contact us.