Wealth planning

We will show you how to utilise the equity in your business to maximise wealth opportunities for your future.

In association with our Financial Planning company, Solutions2 we can show you how to become a forward thinking investor by putting in place a Wealth Management plan.

So whether you are looking to invest, diversify your existing portfolio or would like to put in place succession planning for a secure retirement, we can customise a wealth road map that will provide peace of minds and investment strategies customized specifically to your lifestyle and future wealth goals.

Solutions2 offers a unique Self Managed Super Fund (SMSF) and wealth management divisions under the one roof. So when creating your Pathway to Profit Plan we will factor in your wealth management aspirations so all long term wealth goals and action steps are aligned.

We can specifically assist you with the following:

  • Total wealth management services from income generation to retirement planning
  • Tax efficiency and asset protection
  • SMSF education – how to manage your assets
  • Unlimited investment options

Ask us how to maximise the profits and assets within your business to generate future wealth that will create a legacy for your family.

Before we engaged SP Solutions we interviewed 3 other accounting firms to ensure we picked the right firm for our business. I came across SP Solution after viewing several of Sam’s wealth creation workshops on You Tube. After listening to Sam’s workshops and meeting SP Staff I knew they were the right firm for us. SP Solutions is like a one stop shop for us when it comes to all financial matters both personal & business.
We have now been with SP for a few years and their advice & knowledge has been invaluable to our business and personal wealth creation goals. We meet with Sebastian bi-monthly and run through all our financials for previous quarter analysing what we are doing well and where we need to improve on. We’ve been dealing with Sebastian from day one; he is super switched on, thinks outside the box and has helped us and our business in a big way.
Would definitely recommend SP solutions to anyone looking for an accounting firm that can do it all, manage all your tax compliance obligations and assist with all your financial matters both personal & business.

David Bennardo

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