Thesan Private Wealth
Brisbane City QLD
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Brisbane City QLD
(1)
Thesan Private Wealth offer a variety of comprehensive services that help our clients manage their money and grow their wealth. Through careful financial planning, we strive to provide tailored advice for individual needs. Our Advisers can assist with superannuation, investments, wealth protection, and more – all designed to give clients peace of mind about the future.
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1 customer review
Ivy
I have used Thesan Private Wealth's services for many years. They listen, act accordingly when needed, and are highly professional. I'd recommend them to anyone that needs Financial Advice. More...
Overall Financial Strategy and Planning
Our Advisers help uncover your financial goals and work with you in designing tailored financial solutions that maximise your financial potential.
We take time to understand your goals and objectives and ensure that your needs are addressed in our advice. Everyone has different needs, and at Thesan Private Wealth, we ensure that our recommendations cater for your individual personal preferences.
Superannuation, including SMSFs
Investing for the future is an important aspect of personal finance. Superannuation allows us to grow our wealth and prepare for retirement by building a nest egg before we need it – making our money work for us, in even small amounts invested regularly, can have a big impact over time. Investing superannuation is an opportunity to make long-term investments that are tailored to personal tolerance levels of risk and loss, and can result in greater rewards than would be achieved through saving alone. It’s a great choice for those wanting to take control of preparing for retirement and achieve their desired lifestyle during those golden years.
Thesan Private Wealth ensure your retirement savings are maximised through the use of intelligent strategies to boost contributions, increase tax effectiveness, preserve capital and assist in navigating the complex legislative framework.
Investment Advice and Management (Individuals and Organisations)
Thesan Private Wealth is proud to offer tailored investment solutions for our clients.
Along with Retail advice offerings, we also provide Wholesale investment services to High Net Worth individuals and Organisations.
We are not directed or controlled by any third-party institutions and have the ability to recommend what is truly in your best interests.
Wealth protection, including life, disability and critical illness insurances
Personal risk insurances are some of the least understood, yet most necessary forms of insurance available. While we generally recognise the need for car, home and private hospital insurance, we commonly neglect our single most important asset – our earnings capacity. The ability to generate income through employment or business endeavours to support your financial and lifestyle commitments is the primary asset of those yet to retire.
With so many products and policies out there, it’s easy to be either under or over-insured. Through the use of an independent panel of quality insurers, Thesan Private Wealth is able to match you with the right level of cover so you have total peace of mind.
Retirement Planning
It’s never too early to start planning for your ideal retirement. Thesan Private Wealth listens to your goals and helps you balance risk and return now, with a secure and enjoyable future. By doing this, it enables you to make the most of your retirement by recommending strategies to help ensure the longevity of your retirement capital, assist with taxation minimisation and deliver greater peace of mind up to and through retirement.
Given the extensive experience within the superannuation environment, our Advisers are fully versed in the maximisation of entitlements that you may have with all government superannuation schemes.
