Wealth Services | Azure Group Wealth

Many of our clients have told us we do UNDERSTAND. We’ve shown commitment in delivering smart advice, being proactive and actioning day/day requests in a way that has enabled us to form trusted long-term relationships.

We always consider business, family and individuals, that enable us to give advice solutions that integrate big picture strategy with personal financial planning. This allows Azure Group Wealth to achieve the objectives and goals aimed at creating, preserving and protecting wealth.

We make sure your finances for today and the future have been thought through clearly and make sense.

Our wealth team are highly qualified specialists in all aspects of wealth management and create tailored solutions based on where you want to be.

FINANCE

There is no better feeling then being in your family home. That sense of comfort, security, safety and belonging. Your changing life often means reassessing your current lending arrangements like refinancing your mortgage or creating wealth through buying an investment property. We work with all the major lenders to support your finance goals.

SMSF – TAILORED FOR YOU

Many of our SMSF clients, particularly those who were with large institutions often tell us that they value having a team around them to support their financial vision. Our role is often about helping our clients achieve their investment goals, listening to when they want to invest and how.

PRIVATE BUSINESS

Every Private Business has a unique set of ambitions and challenges. We work with Private Businesses and their owners to design a strategic roadmap that creates and protects wealth which includes understanding how to achieve their financial goals and life objectives.

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ESTATE PLANNING

We offer tailored end to end Estate Planning solutions that include strategy, briefing our specialist lawyers and being with you along the journey to ensure your Will structure and arrangements are drafted in a way that meets your expectations and creates a sense of peace and security.

FAMILY OFFICE

We have established a Family Office culture that understands the dynamics and changing needs of a family and family run businesses. Each family is different requiring an adapted tailored approach. Our specialty is identifying and managing complex family issues to accommodate explicit needs of each family member considering now and what you want for the future.

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Our Latest IN | SIGHTS

How can we HELP YOU?

Azure Space

Our new client cloud solution. No more paper. No back-and-forth. Secure files available anytime, anywhere. Find out more >

OUR TEAM

We believe in delivering remarkable outcomes for our clients by taking the time to understand where they have been, where they are now and where they want to be. Find out more >

INTEGRITY | FOCUS | PASSION | TRUSTED RELATIONSHIPS

Wealth