Who We Help
We provide our clients with expert financial advice and solutions
At Astonia Private Wealth, we offer comprehensive financial planning services and personalized solutions. We understand that all our clients are unique, and we prepare personal financial plans designed around:
- Your unique personal circumstances
- Your specific goals and objectives
- Who and what’s important to you?
- You concern, challenges and priorities right now
Our financial planning services include ongoing advice, regular review meetings, open communications, and updates to your plan, strategies, and investments as needed.
Building Wealth
An investment strategy for the long term. Our comprehensive financial solutions help you:
- Evaluate your risk appetite and the returns you want and tailor investments to suit your goals.
- Develop a tax-effective investment strategy.
- Build a portfolio that’s adaptable in volatile markets.
- Find a suitable investment for your goals and your financial strategy.
Preparing for Retirement
Our retirement planning solutions include:
- Sustaining income while transitioning from work
- Decide on a right time to retire based on your future income needs.
- Select a suitable retirement investment to help you meet your retirement income needs.
- Understand how much you need for your retirement lifestyle.
- Tailor your strategy to ensure you have stability, while still trying to maximise growth
- Manage the risk that markets may fall just when you want to retire
Living in Retirement
Retirement is perfect for spending time with people you love and bringing your plans and goals to life. We can provide advice to help you manage your budget to fund your passions and balance your needs for future expenses.
Preserving your portfolio through retirement is the key to enjoying life after work. We will help you by:
- Investing your money to help make it last
- Managing market volatility
- Keeping your portfolio up to date with regulatory changes.
Moving into Aged Care
Transitioning into integrated care, we understand this can be a challenging time. We can help find a method and strategy that works for you and your family. We will be able to advise you on how to afford aged care when and if you need it.
Self-Managed Super Fund
We offer a variety of services for SMSFs, including structure, setup, advice, rollovers, investments, administration, and compliance.
We have investment advisers who specialise in superannuation and a technical research team that provides updates and support on the latest in superannuation developments.
Enjoy your lifestyle today while you keep an eye on the future.
