FINANCIAL & RETIREMENT
Whether you are keen on maintaining of certain level of lifestyle after retirement or build a portfolio of property investments to ensure the future wealth and security of your family, Nobel Thomas Melbourne Accountants will work towards achieving all these.
We have a team of highly seasoned and proficient financial advisers available to give you strategic advice tailored to your unique circumstance and aspirations.
Most people understand the concept of returns. However, not all appreciate the risks involved to acquire these returns. By helping you manage your investments, Nobel Thomas Melbourne Accountants can help significantly reduce risks and yield better returns.
- Developing a financial strategy
- Planning your investments
- Planning your retirement
- Constructing a portfolio
- Arranging risk and personal insurance
- Establishing your self-managed superannuation fund (SMSF)
- Managing lending and debt
- Planning your estate
- Managing your taxation
- Planning your superannuation and income streams
- Meeting to discuss your objectives for distribution of your assets
- Asset distribution before death
- Asset distribution after death
- Protecting family assets from third parties
- Confirming your assets and ownership structure
- Facilitate your wills, powers of attorney and powers of guardianship
- Maintaining your business and personal affairs if incapacitated
- Facilitate family meeting to discuss plans