FAQs

Q?

How will Conquest Services help my business?

A.

We can assist by discussing the needs and direction of your business and working together with you to help you achieve your goals, ensuring that you receive the right advice and support along the way.

Q?

What is tax planning and how will it help me?

A.

Tax planning is ensuring that you utilise all available tools and information to legally minimise your tax liability. At Conquest Services we work with you to generate the best available tax outcomes from the initial establishment of your business structure right through to tax-effective estate and retirement planning.

Q?

Can you provide advice regarding superannuation?

A.

Yes. However, we not only provide advice with respect to superannuation but those areas that are complementary to it, including pensions, estate and retirement planning and the establishment and running of your own self-managed superannuation fund.

Q?

What are the benefits of a Self-Managed Superannuation Fund (SMSF)?

A.

For most Australians, their superannuation benefits are the second largest asset after their home. With an SMSF you not only have greater control on how you invest your retirement savings, but they also offer a wider choice of investment options compared to industry and retail super funds. SMSFs also offer flexibility in implementing financial strategies to minimise tax and are an important estate planning tool in structuring how your retirement benefits are ultimately passed onto your family.

Q?

Can you provide advice regarding the best business structure for me?

A.

Yes. We provide advice with respect to establishing an appropriate business structure for you. More importantly we understand that there is no one size fits all solution in business and that the right structure can only be determined by a thorough understanding of your business, your personal circumstances and where you intend to take your business in future. We also know that it is important that the right structure is determined from the beginning so as to avoid unnecessary costs and complications of fixing a poor business structure down the track.

Q?

What are the benefits of a Trust?

A.

A Trust provides a structure that offers numerous benefits. However, the most common reasons for establishing a trust involve their ability to limit legal liability and therefore protect assets, and the ability to direct the income of the Trust to various beneficiaries in the most tax-effective manner.

Q?

What is the role of a financial Adviser?

A.

The role of a Financial Adviser is to help clients maximise and take control of their current and future financial situation. Advisers do this by formulating strategies which assist clients to navigate the ever changing and complex world of domestic and global investments, taxation and the rules and regulations surrounding superannuation and retirement.

Q?

Why is Conquest Wealth different?

A.

We aim to deliver a successful ongoing client/ adviser relationship by working closely with you to understand what your requirements are and what is truly important to you. Our strategies are developed with your interests in mind and to create value from inception.

Q?

What type of advice is given?

A.

Conquest Wealth offers a range of services including:

  • Superannuation and SMSF advice
  • Strategic investment advice and asset allocation
  • Wealth creation
  • Contingency planning/ risk management
  • Portfolio advice and administration
  • Retirement planning

We also offer specialist services via referral including accounting, legal and estate planning and finance.

Q?

How can I accumulate wealth?

A.

There are many strategies to explore when accumulating wealth. The strategies you choose will ultimately determine your level of wealth. Some of the strategies we employ to help our clients create wealth include budgeting, regular investments, gearing and salary sacrifice.

Q?

How much money/assets do I need before I see an adviser?

A.

Whether you are starting out or approaching retirement having a strategy in place can make a significant difference to your situation. Regardless of what life stage you are at we can assist you to determine the best possible course of action for your individual circumstance.

Q?

Why should I protect my assets?

A.

Protecting your assets is a cornerstone to building wealth and is a critical aspect of a comprehensive wealth management strategy. A sound financial strategy will address your individual needs for protection against unforeseen circumstance including death, disablement critical illness and temporary incapacity.

Q?

What is Conquest Financials role?

A.

Conquest Financial is here to facilitate the financing of your next endeavour. Working with trusted advisors Conquest Financial ensures that you have the best possible debt structure in place to meet your needs. Being part of the Conquest Group, Conquest Financial is able to work with taxation and financial advisors to tailer the best package for you current needs, but also ensure a level of long term security.

Q?

How does the process work?

A.

We aim to make the process as stress-free as possible. After an initial meeting with a member of the Conquest team where you explain your current situation, your plans and your goals we then step in and take the stress away. With our trusted relationships with the major institutions plus contacts with many of the other lenders we prepare a summary of your options and sit down with you to discuss everything before you make a decision. Once you have made a decision we facilitate the processes to ensure nothing is missed and you have comfort in knowing everything is being taken care of.

Q?

Is there an annual review process?

A.

At Conquest Financial we want to ensure that you are comfortable and happy with whichever option you choose. So for peace-of-mind we can complete a comprehensive review at 12, 24 or 36 months or at any time onwards at your request.