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Our Focus
Westminster Wealth Solutions provides a full wealth advice and planning service.
These services are:
- Lifestyle financial planning and the development of financial objectives
- Redundancy packaging
- Retirement planning
- Tax effective investments
- Structured products
- Analysis of ownership structures
- Portfolio construction and review
- Budgeting and cash flow strategies
- Debt structuring and lending advice
- Advice on superannuation and retirement strategies
- Debt consolidation
- The management of risk and the protection of your assets
- The smooth and tax efficient transfer of wealth between your family members (Estate planning)
- Business succession planning
- Centrelink planning
- Corporate benefits:
- Corporate superannuation advice for employers
- and staff and
- advice on business structures
- Self managed super funds,
- administration,
- establishment and
- investment advice
Personal insurance offerings we advise on include:
- Life insurance
- Total and Permanent Disability insurance
- Trauma insurance
- Income Protection insurance
Business insurance offerings we advise on include:
- Shareholder Protection / Buy-sell agreements
- Key Person insurance
- Estate Equalisation measures
- Business Expenses Protection
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