About Us
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FAQs
Our experience has taught us that a steadfast approach to a combination of the following is critical to building trust and achieving the client's goals:
We know and understand that dedication to the client experience is the cornerstone of successful wealth management. While we specialise in self-managed superannuation funds, we tailor our client experience and therefore strive to provide our clients with holistic solutions for all investment requirements.
Our sole aim is to honour your confidence in our proven ability to manage your wealth creation and retirement goals by continual review and communication with you.
We offer a complete range of superannuation solutions including:
Open Monday - Friday
Fund Raisers, Seminars
Advice & Information, Annuities, Asset Protection, Budgeting, Cashflow Management, Centrelink, Consultations, Direct Equities, Estate Planning, Income Protection, Insurance, Investment Strategies, Investments, Life Insurance, Managed Funds, Managed Investments, Pensions, Portfolio Management, Redundancy, Retirement Planning, Rollovers, Self-Managed Super Funds, Shares, Superannuation, Wealth Creation
Accredited, Australian Owned, By Appointment, Free Consultations, Insured, Locally Operated, Locally Owned, Owner Operated, Registered
Retirement, Retrenchment
Couples, Individuals, Men, Professionals, Retirees, Self Employed, Small Businesses, Women
Retirement Planning, Portfolio Management, Financial Security, Life Insurance, Family Matters, Asset Allocation, Financial Planning Ballarat, Franking Credits, Risk Management Solutions, Client-Adviser Relationship, Pensions, Financial Planning Solutions, Superannuation & Retirement, Super & Retirement Planning, Financial Planning, Discretionary Portfolio Management, Superannuation Strategies, Joint Ventures, Stockbroking, Direct Investment
Yes, we ensure a tailored investment strategy is implemented for your SMSF. Also, all our portfolios have an integrated automatic liquidity parameter as part of the investment strategy to ensure the fund can meet its ongoing cash commitments and to take advantage of suitable investment opportunities.
Capital preservation is a particular priority for those members approaching, or indeed in retirement. Therefore, we constantly monitor your tolerance to risk, retirement timeframe & the liquidity required to fund your retirement on an annual and ongoing basis.
We will always seek to maximise the benefit of the concessionally taxed environment offered by SMSF. This includes a focus on the extraction of franking credits, participation in and treatment of certain corporate actions, and opportunities presented by lower levels of capital gains tax.
Hampstead Private Wealth's sole aim is to honour your confidence in our proven ability to manage your wealth creation and retirement goals by continual review and communication with you.
