Wealth Creation Strategies and Asset Protection Services

Mazzcorp Partners is passionate about securing the long term futures of our clients through effective Wealth Creation and Asset Protection Strategies. The majority of our clients are so focussed on developing their careers, running businesses and simply managing their daily family commitments that they are not able to adequately plan for their future.

At Mazzcorp Partners we recognise that our clients need direction, support and impartial advice in establishing sound Wealth Creation and Investment Strategies. In today’s volatile economic climate, developing the most Tax Effective Investment Strategies for individuals (especially business owners and self-employed contractors) to build Wealth is a priority. This however can only be accomplished if the Adviser has a full understanding of the clients’ complete financial position. This includes;

  • Income from all sources (Salary, Investments & Dividends)
  • Current Tax Position
  • Assets & Liabilities
  • Current Investment strategy (if any)
  • Superannuation &/or Salary Sacrificing
  • Family Trusts or Business Structures

Mazzcorp Partners takes a holistic approach to Wealth Creation and Asset Protection, establishing tailored Wealth Creation and Tax Minimisation Strategies based on your individual needs - with clear understanding of your short, medium and long term financial goals and objectives, current financial position and investment risk profile.

We have investment experience with a diverse range of clients including Salaried Executives, Small Business owners, Entrepreneurs, Self-Employed Contractors and Self-Funded Retirees.

Recommended Wealth Creation Strategies can include;

  • Personal Superannuation
  • Self-Managed Super Funds (SMSF)
  • Direct & Indirect Property Investment
  • Direct Shares & Retail Funds
  • Individual Financial Plans and Other Business Investments

For any Wealth Creation Strategy to be truly effective it needs to be accompanied by Asset Protection and Estate Planning measures to adequately protect your assets and minimise potential future Taxation and/or Capital Gains Liabilities. This ensures that a holistic and pro active approach is taken to manage your entire individual Taxation and Wealth Creation affairs.

Our range of Asset Protection and Estate Planning Strategies include;

  • Appropriate Trading and Asset-Holding Structures (Trust & Company Structures)
  • Succession Planning & Management Buy/Sell Agreements
  • Business , Personal & Investment Insurance packages
  • Wills & Power of Attorney

Many individuals are increasingly worried about the poor investment advice, lack of service and hidden costs received from Financial Planners and more importantly, issues of potential conflicts of interest regarding proposed Investment Strategies.

With Mazzcorp Partners you can be guaranteed that any investment recommendations are provided with transparent impartial advice, superior knowledge of your complete financial position, ongoing client service and pro active investment support - to ensure that your investment strategy is meeting your short, medium and long term goals.

In order to fully understand how our Wealth Creation and Asset Protection Services can benefit you, call Mazzcorp Partners to arrange an obligation free consultation to discuss your Personal Taxation Planning needs and requirements.