About Familia Wealth
No matter the complexity, urgency, confusion, or anxiety of your circumstance, there is an optimal path for your journey. Smart financial choices from our experienced and personalised guidance works and has stood the test of time.
We are a specialised financial services firm, catering exclusively to families and individuals facing intricate financial and life situations. We provide expert financial counsel, especially for those navigating financial crisis, divorce, estate and succession matters, and complex government and private sector superannuation schemes, ensuring both the financial stability and well-being of our clients. Our expertise stands at the intersection of:
- Financial crisis and sudden wealth transitions
- Familial disruptions, such as divorce and estate disputes
- Career transition and complex superannuation matters
Allow us to help you discover the best solution for your unique issues and desired outcomes.
We offer comprehensive wealth management services that address both the human and the financial aspects of your money.
Where Are You At? Understanding Your Financial Journey:
1. Super & Tax Navigations: Addressing your superannuation complexities and tax intricacies for optimized financial health.
2. Emotional Money Management: Tackling the financial concerns and anxieties of your partner or spouse for harmonious financial living.
3. Life Phase Adjustments: Whether you're transitioning through life events, starting anew, or making changes, we're here to guide.
4. Lifestyle Balance: From maintaining your desired way of life to managing within means, we're here to ensure stability.
5. Wealth Conservation & Sudden Shifts: Safeguarding your accumulated assets or navigating unexpected financial windfalls, we stand by you.
1. Investments: Understand finance basics and explore tailored, passive, and managed investments.
2. Goals & Tax: Stay on track with financial goals and navigate tax intricacies.
3. Superannuation: Explore private and public options and consider the fit of Self-Managed Super Funds.
4. Financial Planning: Manage cashflow, plan for retirement, and dive into trust & estate essentials.
5. Risk & Governance: Protect assets and lifestyle, ensuring enduring financial stability.
6. Leveraging Returns: Maximize returns through smart leveraging techniques.
7. Philanthropy: Embrace impactful giving, shaping a meaningful legacy.
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