"We Strive to give you Peace of Mind"

 

 

Authorised Representative of

Madison Financial Group

(AFSL No. 246679)

Our Services
Contact Details:

Anxin Wealth Management

Suite 207 Sunnybank Times Square

250 McCullough Street

Sunnybank Qld 4109

 

Tel: +617 3727 8802

Fax: +617 3727 8899

Email: info@anxinwm.com.au

Skype: anxin.wealth.management

Twitter: @anxinwm

Testimonials

"... I feel now that my finances are in safe hands and am excited about my future prospects."

"I am 32 years old and have a combined debt of just over 60k........."

"... I would highly recommend him to you as he always went extra miles in helping me. I had other financial planners before but none was as great...."

"... I have found him a competent, caring Advisor who strives for the best for his client, incorporating the clients needs as well as showing consideration for client preferences......."

(click to see the details)

 

When designing your financial plan, we aim to build a personal, trusting relationship and provide you with peace of mind that your financial strategy is on track. We offer a broad range of services designed to work together to meet your financial needs. This may include but not be limited to the following services:

Wealth Creation (Investments)

We all want to build enough wealth to provide financial security and a comfortable lifestyle. Investing can be complex and there are many options to choose from, so it is important to seek professional advice when you are looking to building, protecting and managing your wealth.

Be it a short , medium or long term goals such as holiday plan, children education or house improvement, we can work with you to address individual needs by matching the strategies and products to your particular goals and objectives. As we are not related to any banks, fund managers or insurance providers, we are able to choose from a wide range of platforms, managed funds, direct shares and structured products that are best contribute to successful wealth accumulation and add the most value.

We also work closely with clients on the cashflow and budgets to ensure there are no wastage of moneys and the surplus funds are working hard for their futures.

Superannuation strategies

Superannuation is one of the most tax-effective ways to save for retirement. We can develop a tax-efficient superannuation strategy that maximises the benefits of your superannuation by making it work harder for you. They can guide you through the maze of investment options by addressing key areas such as self-managed superannuation (SMSF), contribution strategies (including spouse contributions) and life insurance options.

Retirement Strategies

Planning for your retirement is vital to ensure you do not outlive your capital, so you can enjoy the lifestyle you want in retirement.. Tax concessions on superannuation are making it easier to grow your retirement nest egg, helping you to fund a retirement lifestyle you will really enjoy. Whether you’re approaching retirement or it is still some years away, we can help you structure your finances to save tax and maximise future returns.

Wealth Protection (Personal and Business insurance)

Don’t leave your financial future to chance. We can work with you to ensure you are adequately covered for any eventuality with products such as Life, Total and Permanent Disablement (TPD), Trauma Income Protection and Business expenses insurance in the event of sickness or injury or death. Appropriate insurance cover also underpins many of our recommended estate and succession planning strategies. They are designed to make sure you and your family are appropriately protected.

Estate Planning

In conjunction with your legal adviser, we can develop an estate planning strategy tailored to meet your unique circumstances ensuring all your concerns are addressed in a tax-effective way.

Lending & Gearing, including Margin Lending Strategies

Sometimes you may find you need to borrow money to achieve your financial goals. We will assist you to develop a sensible and prudent gearing strategy.

Ongoing Review

An ongoing review service through which we will identify any changes in your personal and financial situation, and prepare appropriate recommendations.

Other Services

Portfolio Management Service
A reporting platform that consolidates all your investments (including direct shares, superannuation funds, investment properties) and produce reports in simple debit/credit format.

Australian Money Market
A Term Deposit platform enable you to move your fund from a financial institution to another online. This eliminates the process of withdrawing / depositing the money and complete more application forms.

And more.... please contact us for more details.

 

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