Our Services
Blue Chip Wealth Management offer a range of services including:
Tax Minimisation and Wealth Creation
- Strategic advice to reduce mortgages and build wealth
- Making the most of potential savings
- Savings plans and guidance on budgeting
- Strategies to reduce tax before end of financial year
Investment Strategies
- Property trusts, shares and managed funds
- Strategic investment to meet goals
- Tax minimisation
Lending Strategies
- Gearing Strategies
- Mortgage reduction strategies
- Click here for lending service
Risk Insurance
- Personal life, disability and income insurance
- Business principal(s) and staff insurance
- Estate planning
- Business succession planning
Superannuation Strategies
- Self Managed superannuation
- Tax Minimisation in superannuation
- Personal superannuation plans
- Rollover/combining multiple superannuation funds
Retirement & Pension Strategies
- Tax efficient retirement income
- Retrenchment and early retirement advice
- Superannuation and private pensions
- Centrelink benefit optimisation
Business Services
- Business “Wills”
- Business principal(s) and staff insurance
- Company superannuation and staff benefits planning
- Click here for business lending
|
