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.
WEALTH – LIFE PLANNING
“People don’t plan to fail, they simply fail to plan”. Heard this before? Using a well thought out plan focused on your future makes good sense. We understand that planning is not just about making money, it’s about you, your life and how you want to live it.
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.
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.
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.
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.
Getting expert advice in critically protecting businesses and families is often put in the too hard basket. Our risk protection specialists make this process easy. Understanding SME owners is our forte and we have assisted many business owners with advice about how best to protect their most important assets.
Managing personal risk means having a plan in place that has been thought through so you and your family will be looked after if anything happens. We passionately understand and believe in the importance of expert advice and the benefits of using quality insurance products most suited to protecting you.
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.
The information provided in this website is General Information only, so does NOT take into account your objectives, financial situation and needs. Before acting on any information contained in this website you should consider the appropriateness of the advice having regard to your objectives, financial situation and needs.
Azure Group Wealth Pty Ltd ABN 29 162 120 569 is an Authorised Representative of AVALONfs Pty Ltd ABN 43 162 297 298, Australian Financial Services Licence No. 437518. AVALONFs Pty Ltd Financial Services Guide