|
|
|
Services
KnowledgebankIQ's licence allows it to provide advice across a range of issues impacting clients.
This is important for clients - as it ensures that financial advice is not considered in isolation to broader implications.
Our advisers provide sound and strategic advice on:
- Retirement Planning - getting things structured appropriately before retirement.
- Retirement income streams - making sure you have sufficient tax efficient income to meet retirement needs.
- Wealth Creation Strategies - building assets through analysis and use of cash-flow - this often includes the use of debt to enhance long term returns.
- Superannuation and rollovers - ensuring flexibility and risk reduction through careful selection of appropriate structures and diverse and secure investments.
- Retrenchment Advice - ensuring that monies are received efficiently and invested or "rolled-over" to minimise tax or maximize the gain.
- Taxation - structuring advice and investments to minimize the impact of taxation.
- Wealth Protection, Insurances and Risk Management - looking at how to best provide security to the financial well-being of the family unit/business in the event of health related issues.
- Asset Protection Strategies - assisting small business owners to utilise appropriate ownership structures, business insurances, succession planning and superannuation options to maximise the wealth of their business.
- Investment Portfolio Construction and Rebalancing - within agreed volatility acceptance levels, develop exposure to different asset classes to meet long term objectives.
- Direct Equity and Managed Fund Selection - through rigorous analysis select and deselect.
- Estate Planning - working through the issues of ensuring that assets will be distributed as intended through consideration of tax implications and structures of ownership.
|
|
