We assist clients with investments outside of financial products and superannuation:
- Setting goals matched to lifetime goals, risk profile, maintaining lifestyle, income, growing and protecting wealth.
- Completing a Fact Find and Statement of Financial Position.
- Lifetime planning – cashflow, downsizing home in retirement, assisting family members financially, financial agreements, etc.
- Financial plans are updated with changes in circumstances and priorities.
- Creating a Statement of Advice for the recommended strategies and their implementation.
- Implementing agreed strategies to protect and grow wealth, this includes Superannuation strategies.
- Retirement and aged care planning.
- Life insurance based on client needs – fee-for-advice.
- Coordinating the effective management of a wide range of assets.
- Providing reassurance – clarity and financial security.
We assist clients with investments outside of financial products and superannuation:
Residential Property
- Considered as part of lifetime planning and estate planning processes.
- Use property advocates to successfully sell or downsize residential home.
Investment Properties
- Our administrative partnership provides:
- Ongoing capability to run personal administration systems for multiple properties and loans.Cost base information for potential sale.
- Ability to house information and keep up-to-date for decision making and succession purposes.
Shares
- Asset consultant partner for assessment and ongoing management of listed ASX securities.]
- Long term association with wholesale broker at concessional rates for direct share or listed ETF securities.
Financial planning authority
- EWK Private Wealth is a Corporate Authorised Representative No. 336643 of InterPrac Financial Planning (AFSL 246638).
- Eleonor Klopsch AR no. 250008.