Azure Group Wealth works with small to medium enterprises to achieve their Human Resource (“HR”) goal of retaining and attracting top talent by supporting business with tailored executive programs and corporate superannuation.

How we help

Our executive benefit programs are designed to align with HR objectives and are flexible to accommodate simple support through to our tailored Executive Programs, as follows:

Tailored Executive Corporate Superannuation

  • Designed around your needs, objectives and budget

Executive Education

  • Enhancing wealth management and financial knowledge
  • Financial education programs aligned to HR objectives

Virtual Personal Adviser

  • Tailored for your time poor executive team members
  • Insurance review- technical advice and review to market
  • Mortgage review
  • Financial advice

Life planning

  • From simple to complex integrating career, health, aspirations and finance

Personal Succession and Estate Planning

  • Evaluation of current wills and estate arrangements and gap analysis
  • Lawyer-ready estate strategy and wills instructions