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Overall User Score 5.0
based on 1 reviews

NextGen Wealth Solutions

Address: Unit 5, 15 Terminus St, Castle Hill, NSW, 2154
Phone number: (02) 9894....
Additional phone: (02) 9634....
Additional phone: 1800 06....
Mobile number: 0413 93....
Fax number: (02) 9680....
Additional fax: (02) 9894....
Email: Click to view
URL: http://www.nextgenwealth.com.au
Year Established: 2009
Trading/Opening hours:
Mon: 9:00am - 5:00pm Tue: 9:00am - 5:00pm Wed: 9:00am - 5:00pm
Thu: 9:00am - 5:00pm Fri: 9:00am - 5:00pm Sat: ---
Sun: --- Public Hols: ---  
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About

We look at the big picture when it comes to financial planning and wealth management. We work with you to maximise the income you make and minimise the tax while managing risks that may effect that earning ability. We break your transition to retirement down in to 5 year steps so that you can set targets and and monitor progress along the way.

We use the best structures and strategies available to you via Self Managed Super Funds, Retail or Industry funds and non-superannuation investments.

We look at maximising your return from your small business in the short medium and long term with a eye on the succession planning needs while not forgetting that you need to pay for your current lifestyle.

Above all we educate our clients constantly through our seminars, blogs, newsletters and regular reviews so that they control their wealth and take ownership of the strategies so they can be confident and sleep better at night knowing they are on the right track.

Our aim is to build up your knowledge base so that you would be confident to implement your plan yourself but you will see the added benefit of having us involved to guide you on strategies.
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Specialties

Passionate about educating clients to make the most of the strategies available to them. We have specialists in Income management and Tax planning, Retirement Planning, Small Business Advice, Insurance, Aged Care and Estate Planning.

We have a SMSF Specialist Advisorâ,,˘ who will work with you and your accountant to ensure your fund remains compliant and that you are aware of the latest developments and strategies that can optimise your superannuation while allowing you to decide what investments you are comfortable with.

Service tags

Smsf Advice | Wealth Creation

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