Aintree Group Wealth is all about helping successful people like you make smart decisions about money, so you can live your best possible life. We provide practical financial advice in a language you can understand!
Our Wealth & Finance Services
Our goal is to build and protect your wealth through financial services such as:
- Investment Advice
- Superannuation (including SMSF)
- Financial Planning
- Lending and Finance Budgeting
- Cashflow
- Lending & Finance
- Mortgage Broking
- Life Insurance
- Retirement Planning
- Estate Planning
- Family Office Services
We set strategies in place so you can achieve the lifestyle you want for you and your family. This is done by reviewing your current asset position and comparing it to your goals and needs. Therefore having an experienced and capable team that can deliver on your goals is essential.
Find out more about our financial planning and wealth management services on the Aintree Group Wealth website.
Not sure where to begin? Book a financial health check and we’ll be in touch with our professional recommendations!
Investment
Advice
When it comes to your passive income – work smarter, not harder. We ensure your portfolio suits your short-term and long-term financial goals, and can adjust accordingly as your goals and needs change.
We offer a range of investment opportunities and strategies – and also take care of all the tax and compliance on your behalf.
Financial
Planning
Financial Planning is a holistic approach to building your long-term wealth and security. You bring the vision, and we provide you with a strategy to best support your financial goals, retirement plans and lifestyle.
We can assist with a wide range of services including wealth accumulation and preservation, budgeting and cash flow management, debt management, investing, tax planning, strategic business planning and financial goal setting.
Courses
Retirement Planning
We believe it’s never too early to start planning for retirement – in fact, the earlier you start considering how you want your retirement journey to look, the more likely you’ll succeed at achieving that vision.
The team at Aintree Group Wealth will help you build your dream retirement using a range of strategies including superannuation management (self-managed or otherwise), investment advice, succession planning and utilising tax effective structures.
Superannuation
Superannuation is all about providing a financial safety net for you and your family, so you can get the most out of your retirement. We have extensive experience with Self-Managed Super Funds (SMSFs) and Trusts. Our team can optimise your existing superannuation strategy, or establish a new fund that better suits your lifestyle and retirement goals.
We also work closely with the team at Aintree Group Chartered Accountants to ensure you get the best tax outcomes for your fund.
Courses
Insurance
Financial planning is designed to protect you and your family, and that involves making sure your loved ones have the financial and legal support they need in the event that something happens to you. We can help guide you through the process of setting up insurance protections for your family, so they don’t have any added stress if something were to happen to you.
This can include setting up income protection, total life insurance, permanent disability insurance and trauma insurance.
Courses
Estate Planning
It is always in the best interests of you and your loved ones to make thorough legal preparations and keep your Estate Plan up to date and legally binding as your life circumstances change. We can show you different ways to maximise your estate by minimising taxes and hidden expenses.
We work closely with the team at Aintree Group Legal, so you don’t have to manage jumping between multiple advisors – we can take care of everything in-house!