One Size Doesn’t Fit All
Everyone’s finances are different – and every situation has unique considerations.
Our financial planning services combine informed advice with an accounting perspective, allowing us to deliver integrated solutions that cover all the bases.
When you choose Vector, you’re choosing an advisory that sees the whole picture.
Most importantly, you’ll be receiving tailored advice designed specifically for you, which is essential if you have a complicated estate, self-managed super, overseas assets, or any kind of business.
Greater knowledge. More effective financial strategies. A better financial future.
That’s why high net worth Australians choose Vector Wealth.
Our Services
Investment
Investment strategies that help you reach your short- and long-term goals.
Our investment strategies are derived from an understanding of your current financial position, your objectives, and your attitude to risk, ensuring that your investment plan is one you’re fully satisfied with.
Insurance
Protect your wealth, your lifestyle, and your business.
Asking yourself the hard ‘what if’ questions is essential for asset security. Find out how our fully researched insurance products balance value for money with peace of mind.
Superannuation
Make your super work as hard as you do.
Whether you’re with a retail/industry super fund or a self-managed super fund (SMSF), understanding super legislation is essential for optimal performance.
Business Succession Planning
Safeguard your business against the unexpected.
We’ll work with you to develop a plan that protects your business from unexpected owner or personnel changes.
Retirement Planning
Make your retirement more than comfortable.
Even if you’re nearing retirement age, a proper retirement strategy can still deliver immense value. We’ll help you plan your financial future so that your retirement is more than just ‘comfortable’.
Estate Planning
Plan for asset distribution, tax minimisation, and estate protection.
Estate planning is much more than just a will. Tax-efficient wealth distribution, protection from family provision claims, and digital asset access are all key considerations that we’ll discuss with you.
Government Benefits
Get the benefits you’re entitled to.
When your circumstances change, accessing social security benefits can make a huge difference to your finances. We’ll help you maximise your benefits and get the most out of your existing investments.
Retrenchment and Redundancy
Navigate employment changes more effectively.
Unexpected redundancy or retrenchment puts immense strain on your finances, but a correctly used payout can help you make it through to your next job. Our tax-efficient strategies will help you get the most out of your remuneration package.
Our Financial Planning Process
Financial planning is a big decision, so it’s important to have confidence in your financial adviser.
That’s why your first meeting with us is cost- and obligation-free. We’ll take 30-minutes to learn about your unique financial situation, completely free of charge, and you can ask us any questions you want.
01
Meeting
Book a free 30-minute meeting to learn about our services and discuss your financial situation.
02
Goals
We clarify our understanding of your finances and work with you and your accountant to establish financial objectives.
03
Solutions
Our financial strategy expertise and strong product knowledge help us source the best solutions for you and your situation.
04
Client Review
We walk you and your accountant through our recommendations to ensure you feel confident making a decision.
05
Implementation
We help you implement our recommended solutions by liaising with other relevant professionals, such as your lawyer and your accountant.
06
Ongoing Services
We look after your finances for an agreed time frame. We’ll always be there to update your options, adjust your plans, and help you consider the impact of new events.
Delivering the Vector empowerment and direction for every Client
We guide you towards good financial decisions and help secure your wealth by focusing on the concept of 'respect, protect and reward'.
Your life is about you and the people and things you love.
What you do today determines your tomorrow.
Our expertise lies in helping you make sound financial decisions today to create a better tomorrow.
- Budget, cash flow planning and wealth creation strategies
- Risk protection and insurance strategies
- Superannuation advice, including self-managed super funds (SMSFs)
- Retirement planning
- Estate planning
- Cash, fixed interest, property and share investments
Your Business
Our expertise lies in helping you build a solid foundation for your business that’s aimed at maximising the value of your investment.
- Succession planning
- Risk protection
- Partnership agreements
- Buy-sell agreements
- Key person protection
- Superannuation planning and self-managed superannuation funds (SMSFs)
