Family Office

 

Running a family office is a highly specialised and tailored service and our commercially minded advisers UNDERSTAND the dynamics of family business and are able to facilitate the growth and protection of family wealth.

We tailor our services specifically to your family’s needs, both considering what you are going through now and what you are planning for the future. We will help you to identify, manage and satisfy your own complex family issues and the explicit needs of each family member.

We encourage an education program for younger family members to enable them to fully understand the families dynamic and also create a sense of responsibility for the families’ wealth and their contribution into the future. Azure Group can help Family Business with the following services:
 

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.

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superannuation

Azure Group Wealth's advice solutions integrate big picture strategy and personal financial planning to achieve objectives and goals aimed at creating and preserving wealth for you, your family and your business. 
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INSURANCE

Putting the right insurance strategies in place for yourself, your family and your business can be the single most important move you can make for ensuring long term security.
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Taxation

We understand the significance tax plays on your wealth and place an enormous emphasis on tax planning to manage their overall position. Our Tax professionals are dedicated to reviewing and maximising your overall tax position.
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DISCLAIMER/WARNING – GENERAL ADVICE ONLY

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