- Building Wealth and Security
- Estate Planning
- Establishment of Self-managed Superannuation Funds
- Advice on Self-managed Superannuation Fund Issues
- Audit of Superannuation Funds
To achieve your financial goals and objectives you need effective wealth creation, succession and estate planning. We can assist you in developing a realistic financial plan taking into account your current income, future earnings potential, current borrowings and commitments, long term aims, taxation implications, financing requirements, desired lifestyle and family needs. Services include:-
- Establish an appropriate timeframe in relation to your specific circumstances
- Regularly monitor and review performance of individual elements of your financial plan
- Prepare an overall investment strategy
- Liaise with licensed investment advisers and sharebrokers
- Identify opportunities
- Monitor investment performance and ensure that your investment program matches short and long-term cash flow needs
- Taxation requirements
- Furthering the overall financial plan
Chapman Eastway have chosen not to be licensed investment advisors. We believe this enables us to provide independent advice free of any form of conflict. We cannot make recommendations on specific investment products or give advice on such products, other than in respect of taxation issues arising from such investments. We prefer to work with licensed investment advisers who have the expertise to advise you on specific financial products.
We specialise in estate planning and the administration of deceased estates. For some clients, we act as executors and trustees. Our skills in this area are of particular relevance to the rural sector where the farm is likely to be the major asset to be passed on to another generation.
An understanding and appreciation of family law matters is essential. We have earned a reputation for responding effectively to these needs.
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