No matter what your lifestyle of wealth goals, we can help you build your future. Our extensive knowledge and expertise means that we can provide advice, guidance and support to you across a broad spectrum of areas.
The Value of Our Financial Advice
The first meeting is free of charge and comes with no obligation.
- Where you are now
- Where you want to be; and
- What you need to do to get there
Following our initial consultation, we will prepare, present, implement and monitor or financial plan designed to achieve your goals in the most efficient and tax-effective manner possible.
We provide complete objectivity and customised advice because our recommendations are based on your individual financial goals and objectives. Our financial planning business model is based on client relationships and therefore we charge a fee-for-service.
At Conquest Wealth, we are proud to be an Authorised Representative of Consultum Financial Advisers (Consultum). Consultum is a national financial planning group created in 2006 following the merger of two leading Australian financial planning companies: Winchcombe Carson Financial Planning (Winchcome) and Financial Partnership.
Consultum also has the backing and resourcing of its parent company the IOOF Group, an ASX 200 listed company that has looked after the financial security of Australians for over 160 years.
For more information on Conquest Wealth and Consultum Financial Advisers, download our Financial Services Guide (FSG).
Wealth Creation & Investment Advice
Wealth creation is all about building financial security now so you can focus on enjoying your lifestyle in the future. Choosing where and how to invest your money is a difficult decision and will depend on many factors including your overall investment objective, approach to investment risk and the amount of time you have to invest.
It's therefore best to seek the advice of a qualified financial adviser who can help define your unique personal situation and identify an appropriate asset allocation that suits you.
- Direct share portfolios
- Managed funds
- Separately Managed Accounts
- Gearing strategies
Superannuation & Retirement Planning
Planning for retirement is one of life's most important financial considerations. After all, the actions taken today will determine how comfortable life will be in the future. Superannuation (super) is a savings arrangement where you put money aside to help meet your living costs in retirement. It is one of the most tax-effective ways of saving to set yourself up for a comfortable life in retirement.
There are many strategies available to help you maximise your retirement savings through super. Whatever your plans for retirement, we can help you decide on the most appropriate strategy to make your plans for retirement become reality.
- Super Consolidation
- Self-Managed Super Funds (SMSF)
- Transition to Retirement (TTR)
- Super Contributions
- Salary Sacrifice
It is never too early to begin planning for retirement. Our ability to make the most out of today's financial issues is all aimed at successful outcomes for tomorrow and beyond.
"It won't happen to me…"
Maybe you're right. Maybe bad things only happen to other people. But that doesn't mean you want to risk being caught unprepared - and uninsured.
Financial protection insurance forms a critical part of the financial planning process, providing financial security for you and your family. Financial protection insurance is there to provide you with protection against the financial implications of an event such as death, disablement, serious illness or injury.
Life is full of unforeseen circumstances which can affect your plans. Risk insurance may help you to meet your financial goals and obligations if you lose your ability to earn an income.
You should ensure your insurance cover is adequate for your needs. Under-insurance can present a serious problem.
- Life Insurance
- Total and Permanent Disability (TPD) insurance
- Trauma Insurance
- Income Protection
- Business Insurance
- Child cover
- Blood Borne Disease (Medical Professionals only)
For more information on how financial protection insurance can help secure your financial future, speak to our Conquest Wealth advisers.