CREATING SUCCESS, SECURITY AND
FINANCIAL FREEDOM FOR YOUR FUTURE
about us
At Hightower Wealth, we provide tailored financial advice that will help you achieve your goals and deliver financial security for the years ahead. Working with our financial advisers we not only provide financial advice and guidance but also financial literacy and education. This helps you better understand your financial position and gives you clarity and confidence in how we are securing your future.
OUR SERVICES
SUPERANNUATION
Superannuation is often one of the biggest investments a person can have. Yet most of us are unaware of what we are invested in, how much we are paying in fees or even where our super is held. This is where we can help you take control and maximise your super fund to provide you with a secure financial future.
INSURANCE
Having a good financial strategy in place is only one part of the equation. As life throws us curveballs it is easy to fall behind from where we truly want to be in life. Developing a risk management plan means you can rest easy, knowing that nothing can stop you from attaining the lifestyle you desire. We can assist you in determining the amount of risk you have and help to have a plan in place to protect you now and into the future.
INVESTMENT PLANNING
Investment planning is essential to building wealth. We will work with you to develop an investment strategy that is specially tailored to your situation. Once in place we will help guide you to keep your plan on track; with regular reviews and actively monitoring investments to ensure timely changes are implemented when required.
RETIREMENT PLANNING
Understanding how much you will need to live the lifestyle you want in retirement is the most important piece of information required when developing a retirement strategy. We will work with you to identify the income you will need (in retirement) and set a plan in place to reach it.
MONEY MANAGEMENT
Identifying the ins and outs of your cash flow and developing an achievable budget will put you on track to meet your financial goals. We will work with you to ensure the developed budget helps keep you on track to attain your desired goals.
SELF-MANAGED SUPERANNUATION FUND ADVICE (SMSF)
If you want to take control of your superannuation and gain complete control over where your money is invested, an SMSF can provide you with that opportunity. We will assist you in deciding whether an SMSF is in your best interests and provide advice around the establishment, compliance requirements and investment strategy required.
ENVIRONMENTAL, SOCIAL & GOVERNANCE INVESTING (ESG)
There is a deeper value to investing than simply getting the best return on your money. Designing an investment strategy which aligns with both your goals and values has become a more accessible approach to investing in recent years. As investors become more aware of the impact that companies have on the environment and society, they can decide if the companies they invest in effect meaningful change to ESG-related issues.
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CONTACT US
Feel free to contact us. At Hightower Wealth, we provide tailored financial advice that will help you achieve your goals and deliver financial security for the years ahead.
Gold Coast | Sydney | Melbourne
- PO BOX 96, VARSITY LAKES QLD 4227
- INFO@HIGHTOWERWEALTH.COM.AU
- 07 3039 1590