Vella Wealth

Deciding when to stop working and relying on your investments to generate you an income is a huge decision. Don’t leave it to chance. With the use of financial projections, we can help you make an informed decision on when to retire. Chat to us to find out how well placed you are to achieve your retirement goals.

How your money is invested will have the largest impact on the wealth you can grow over time. We spend time understanding your comfort levels and investment preferences to recommend an investment portfolio that suits your needs. We work with large fund managers that have a proven track record of achieving great results for our clients.

Centrelink can be a complicated system and we can assist clients to understand their options and apply for various entitlements. We can also become your Centrelink Correspondence Nominee to assist in keeping Centrelink up to date and make sure you receive the correct payments.

Securing your financial future involves protecting you against major events that can seriously impact your financial position. We can assist you with Life Insurance, Total and Permanent Disability, Trauma and Income Protection policies. We will review these policies with you annually to ensure you are not over or underinsured.

Understanding your cashflow position and where best to direct any surplus cashflow is important in reducing debt and making each dollar work best for you. Not all debt is bad and sometimes a simple restructure can have a massive impact to cashflow and even allow some debt to become tax deductible. Let us take a look and see if things can be structured better to effectively manage your debt over time.

You work hard all your life to accumulate wealth and having an up-to-date estate plan is important to make sure your wealth is passed on to your loved ones. Superannuation has its own set of rules and is not always dealt with via your Will. Chat to us to make sure you have an effective estate plan in place.