What We Do

Strategic advice

Absolute Wealth Advisors operates as your Personal Chief Financial Officer. By this we mean that it is our job to take a leadership role in helping you identify and agree all of your financial strategies and then project managing appropriate subject matter experts (such as accountants, solicitors, investment experts, etc) to bring your financial strategies to life.

Whilst we agree personally tailored service agreements with all clients, our experience tells us that most clients fall into one of three broad categories and usually require some or all of the following services.

Employees

    • Cash Flow Reconciliation and Budgeting
    • Debt Management
    • Personal Risk Insurance
    • Simple Estate Planning
    • Investment Strategies and Management
    • Superannuation Strategies and Management
    • Retirement Planning

Business Owners and Professionals

    • Cash Flow Reconciliation and Budgeting
    • Debt Management
    • Moderate Level Asset Ownership Strategies for Asset Protection, Tax Efficiency and Estate Planning
    • Business Succession Planning
    • Personal Risk Insurance
    • Business Risk Insurance
    • Complex Estate Planning
    • Investment Strategies and Management
    • Superannuation Strategies and Management including Self Managed Super Funds
    • Retirement Planning

High Net Wealth Families

    • Cash Flow Reconciliation and Budgeting
    • Debt Management
    • Complex, Multi Entity Asset Ownership Strategies for Asset Protection, Tax Efficiency and Estate Planning
    • Intergenerational Wealth Management Strategies
    • Business Succession Planning
    • Personal Risk Insurance
    • Business Risk Insurance
    • Complex Estate Planning
    • Bespoke Investment Management
    • Investment Board Membership
    • Superannuation Strategies and Management including Self Managed Super Funds
    • Private Anciliary Fund Establishment and Management
    • Retirement Planning

Investment advice

Absolute Wealth Advisors seeks to manage client investments in accordance with our Investment Philosophy and Practices.

Passive

    • Low Cost, competitive returning Index Funds

Active

    • Low Cost, competitive returning Index Funds
    • Risk Targeted Active Funds Management

Complex

    • Low Cost, competitive returning Index Funds
    • Risk Targeted Active Funds Management
    • Individual Tailored Investment Analysis
    • Commercial Property
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