We offer our clients tailored financial solutions and high-quality, high-impact investment options. At Salt, we don't use a one size fits all approach. Every individual is different with unique aspirations and circumstances.
The financial planning relationship with our clients goes beyond a single transaction. Our commitment is not just to our clients' immediate needs but to their long-term aspirations. It is our ongoing client specific advice and that enables our clients to succeed.
We don’t have a one-size-fits-all approach and we’re not just interested in supporting your financial plans or managing your wealth… we know that you have your own unique goals and dreams and we work with you to ensure that your financial affairs will support you in achieving those bigger goals… the things that truly matter to you.
Beyond having the experience, qualifications, and results to demonstrate our competency - we also thoroughly explore and model your outcomes in-house and refresh these regularly to ensure that we are always achieving the best returns for you.
We make it easy for you to manage your wealth and achieve the results you need. Once we have set up the appropriate structures and accounts it is up to you how involved you remain. We are always here to talk to you, but you can confidently leave everything to us if you prefer.
We provide comprehensive wealth management services to ensure that you and your assets are fully protected and optimised.
These services include:
Advice on structuring your assets for maximum return.
Complex modelling of various strategies and outcomes.
Guidance in all your financial decision-making.
Managing of all your assets and investments in line with the outcomes determined.
Advice on associated insurances.
Referral to trusted legal and accounting professionals as required.
Ongoing communication and guidance on a regular basis to keep you as informed as you choose to be.
In addition, you have the peace of mind of knowing that we are just a phone call away, and our detailed record-keeping means that you can always talk to someone who can help you with your concerns.
Retirement & Succession Planning
Financial planning is essential to have the kind of retirement you want and you also have to be ready for the time and change of pace that life after work offers. Because while having all day every day to yourself can sound idyllic while you’re busy at work, the reality can be quite different if you haven’t prepared for it.
If you’re a business owner you also need to carefully consider your succession planning, are you and your business ready for when you don’t want to be involved in the day-to-day?
We can help you prepare for your best financial future – wherever you are in life – contact us today to find out how.
Authorised Representative of Securitor Financial Group Ltd
ABN 48 009 189 495, AFSL 240687