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 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.
Book a free 30-minute meeting to learn about our services and discuss your financial situation.
We clarify our understanding of your finances and work with you and your accountant to establish financial objectives.
Our financial strategy expertise and strong product knowledge help us source the best solutions for you and your situation.
We walk you and your accountant through our recommendations to ensure you feel confident making a decision.
We help you implement our recommended solutions by liaising with other relevant professionals, such as your lawyer and your accountant.
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.
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
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)