We believe that proper planning involves much more than just picking a few investments. We understand the various factors that go into a well-managed financial life and can help you navigate the key decisions in each of the following areas:
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With experience comes expertise
Every client we work with has unique needs. Whether it is helping you navigate a significant life event or building a portfolio that is tailored to your individual goals and preferences, the Wealth Mentoring Group can guide you on your financial journey. We have extensive experience in the following areas:
Life after divorce
Financial security can become uncertain and unclear following a relationship split. We can help you take control of your finances by:
- providing support and guidance on your financial situation
- developing a plan for how you can use a financial settlement to secure you financial future
Preparing for retirement
Planning for retirement can often encompass up to a decade of planning leading up to your retirement, and then a gradual transition into retirement. Our role is to:
- help you work out how much you need for a comfortable retirement
- develop a plan to help you achieve your target in a tax-effective way
Managing an inheritance
An inheritance can provide you the opportunity to substantially improve your long term financial position.
Depending on your goals, we assist with:
- protecting your inheritance and/or
- growing your inheritance in a tax-effective way
- considering if a trust structure may be appropriate for your circumstances
Responsible investing
For clients who want to invest in ethical and socially responsible investments, we can tailor a portfolio that is aligned with your values.
Exchange traded funds
Portfolio construction is tailored to each client’s individual needs, goals and preferences. For clients who prefer to use listed investment structures or who want to minimise investment costs, we can access a large number of exchange traded funds (ETFs) when constructing a portfolio that is suitable for you.
Philanthropy
For clients who are interested in philanthropy, we can help determine the most effective way to contribute to charities or causes that are important to you.
If you would like to discuss how our team can help you achieve your goals, please contact us.
The Wealth Mentoring Group Pty Ltd is licensed to provide financial product advice as a corporate authorised representative (419753) of SGN Financial Pty Ltd (AFSL 490523). Raquel Netto and Neva Varnik are representatives of SGN Financial Pty Ltd. Your Adviser may offer you services through The Wealth Mentoring Group Pty Ltd. SGN Financial Pty Ltd is only responsible for the financial planning services provided by Raquel Netto, Neva Varnik and The Wealth Mentoring Group Pty Ltd.
This information is of a general nature only and has been provided without taking account of your objectives, financial situation or needs. Because of this, you should consider whether the information is appropriate in light of your particular objectives, financial situation and needs.
The Wealth Mentoring Group 