Services
At TSAP Private Wealth (TSAP) we focus on establishing with you what your lifestyle and financial goals are. We then work with you to develop a strategy to meet those goals. As we are not aligned to any financial institutions, we are in a great position to provide best interest duty to our clients.
All information set out on this website is of a general nature only. This information is not to be construed as financial advice. Before taking any financial steps you should first obtain proper advice which has been prepared taking into account your objectives, financial situation and needs. You should also obtain a copy of and consider the Product Disclosure Statement for any financial product you are considering acquiring before making any decision to acquire such product
We help individuals and corporations meet their long-term financial objectives by analysing their status and setting a plan to achieve those goals. We specialise in tax planning, asset allocation, risk management and retirement planning. We focus on strategy first and foremost, simplify the process and ensure what you have organically grown over time will continue to be nurtured now and well into the future.
Superannuation Services
Superannuation is a tax vehicle which can be maximised through sound on-going advice and optimisation. Structuring and investment outcomes could have a major impact on exactly when you are able to retire and on your lifestyle in retirement. We work with all major superannuation providers, including retail, industry and SMSFs to meet client needs and goals.
Retirement Planning
Retirement planning is all about understanding your lifestyle and financial goals, then developing plans and taking action that is focused on achieving those goals. We can help you achieve the lifestyle that you seek in retirement by providing practical advice, reduce the impact of inflation, generate competitive tax-effective returns and create an appropriate income stream to enjoy retirement. Our advice optimises your assets, capital and income streams.
Tax Strategies
Structuring and management of taxation issues can have a significant impact on financial outcomes. We will always look first to work with your existing tax advisers to ensure optimum structures and tax benefits in your financial circumstances.