Newcastle wealth advice
It is never too early to consider the management, growth and protection of your wealth. Being proactive about your wealth management will ensure that you take the most positive steps with your money now while securing your finances to achieve the best outcomes in future.
Wealth management encompasses a number of areas and can vary depending on your unique circumstances, age and aspirations. It can range from simple advice on how to save more money through to high-level guidance on structuring your wealth to optimise returns and tax outcomes while minimising risks and addressing asset protection needs.
The world of financial services is complex and requires an expert understanding of the various laws, compliance requirements and their implications, including taxation, superannuation, Centrelink, estate planning, trusts, companies and aged care.
Our expert advisors offer transparent and straightforward advice for every stage of your financial life with wide-ranging experience in wealth protection and growth, debt management, investments, insurance, superannuation and retirement planning.
The value of wealth management
Goal identification
Understanding your objectives and what you want your wealth to enable and achieve.
Progression
Establishment of a sound financial plan to help you move towards your goals, regularly review your progress and making adjustments as needed.
Risk management
Assessment and identification of potential key risks and implications, as well as proactive management to reduce the impact on your wealth.
Tax optimisation
Optimisation of the amount of after-tax dollars available for investment to ensure more of your money benefits from compound interest.
Wealth building
Establishment of a robust framework that considers all factors influencing your wealth, including savings, tax, investments and interest rates, and focuses on appropriate growth opportunities.
Our financial experts will undertake a comprehensive review to:
- Assess your current financial situation
- Determine an appropriate wealth management strategy
- Address key concerns and opportunities
- Help you set and achieve your long term goals
We offer assessment and advice on managing, growing and protecting your wealth, including areas such as:
- Wealth creation
- Investment and growth
- Budget and cash flow
- Wealth protection
- Superannuation
- Retirement planning
- Estate planning
Our financial experts can assist with:
- Ongoing review of your progress towards your financial goals
- Implementation of necessary adjustments to reflect changes in your situation, investment markets or legislation
With more than 25 years of experience in financial services, Pitcher Partners have the expertise and in-depth industry knowledge to address the complex needs of many different clients. Our fully integrated service allows us to gain a complete understanding of your financial circumstance and structures, and develop holistic solutions and strategies that are presented in a clear, straightforward report.
Our philosophy is centred on the importance of strategies and as the financial industry evolves to become more focused on strategy rather than products, we are well placed to leverage our expertise and existing processes in this area.
Our experts
Tim Deamer
Private Client Adviser Newcastle
Matthew Kerr
Private Client Adviser Newcastle
Alison Fischer
Private Client Adviser Newcastle
Joshua Drake
Private Client Adviser Newcastle
Mark Alexander
Private Client Adviser Newcastle
