Murdoch Private Wealth can assist you in the achievement of your financial goals and help maintain financial health by developing individual, tailored solutions. We provide holistic financial planning advice to a broad client base on a range of financial requirements including:

Aged Care
Investments
Superannuation
Personal Insurance
Estate Planning

Aged Care

It can be daunting facing the prospect of yourself or a loved one moving into care given the complex areas of Centrelink and Aged Care. Being qualified Aged Care specialists, we provide a helping hand so you can make the best financial decision for yourself and your family.

Whether it be home care, retirement villages or aged care communities, we can develop a care strategy for you and your family.

Residential Aged Care
Home Care
Retirement Communities

At Murdoch Private Wealth we can provide a wide range of services that ensure your business remains compliant and up to date with all regulatory needs and requirements. Contact us today to discuss how we can work together: 03 9854 8999 or info@murdochpartners.com.au

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Investments

Everyone’s dreams are different. We design long-term diversified investment strategies that provide cost efficiencies and high value recommendations to provide financial security.

Tax effective investment strategies
Investment structuring
Bespoke investment portfolio creation and active management
Ability to trade listed Australian & International stocks
Margin Lending facility
Cash and term deposit options

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Superannuation

LAs superannuation specialists, we provide the highest-level advice on all superannuation options, including holding property in your fund and navigating you through the increasingly complex areas of superannuation.

Establishment, ongoing service & advice
Retirement Planning strategies
Contribution Strategies
Self Managed Super Funds – Direct Property
Super Fund consolidation
Australian Complying Super Funds (Approved Australian Trustee)
Pensions / Retirement income stream structure
Investment Portfolios

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Personal Insurance

Having the correct personal insurance covers in place enables you and your family to focus on what’s important, getting back on your feet without having the burden of financial strain.

Income Protection
Death / Term Life
Total Permanent Disability
Trauma / Critical Illness
Buy / Sell / Key Person Covers revenue and capital
Business Expenses

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Estate Planning

There are various options of who to leave your assets to eg: your family; banks; the government; or lawyers. To ensure your family is the only one to benefit, we’re going to discuss your wishes in numerous scenarios.

This may be uncomfortable, however, once this is complete, you can concentrate on how you spend your valuable time.

Wills
Power of Attorneys
Testamentary Trusts

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