Pro-active Wealth
Southport QLD, Australia
(1)
Southport QLD, Australia
(1)
Pro-active wealth is a Financial Consultancy Firm that finds unique financial solutions and takes them to market on behalf of Financial advisors and wholesale investment opportunities.
With our Strategic Partners, we're able to offer our clients options inside Superannuation via "Wrap Accounts/Investment platforms" .
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1 customer review
William Collison
Michelle and the Proactive team connected me with Cameron at Essential Planner and I found them to be very professional and explained the process nice and simply. The rollover into the higher performing Asgard fund was smooth and I’m thrilled with how it’s all going. I’d highly recommend them. More...
Reviewed on Facebook
Superannuation & Retirement Planning
1) Track down any lost super and consolidate if needed.
2) Conduct a risk profile and provide personal advice on
which portfolio best suits your retirement goals.
3) Provide personal advice on binding death nominations.
4) Provide personal advice on the best structure to maximize your retirement income. This includes all Investments and/or Assets outside of Superannuation.
5) Review your life, TPD and income protection insurances to ensure you and your loved ones are protected.
6) Set up and rollover of funds into your new platform
account
Asset protection
Including advice and set up for all "Trusts" inside & out of the Superannuation system.
Tax minimization
Including Self Managed Superfunds & Business tax minimization strategies.
Business Structure & Management Advice
Finance / Lending
