Our services
Managing your wealth through retirement planning, investment and protection options
At PX Wealth we work hard to build trust and to be your wealth management partner through life’s changing circumstances.
Our core services include:
- Superannuation Strategies
- Self-Managed Superannuation Fund Strategies
- Retirement Planning
- Investment Advice
- Insurances
- Estate Planning
- Mortgages
- Wills and Powers of Attorney
- … or achieving your specific financial goal or objective.
At PX Wealth we have the strategies and know how to be able to assist you.
Independent and customer centric advice
Our focus is firmly on you, our client. We are not affiliated with any third parties, products or providers. Nor do we accept commissions from superannuation or investment providers.
Instead, we tailor our strategic input for every individual by:
- Leveraging our years of experience and knowledge to develop the best wealth creation strategy for you.
- Designing solutions that fully consider your personal and financial circumstances.
- Scouring the market and selecting optimal product-based solutions suited to you.
- Utilising the best market-leading research tools available.
- Ensuring all advice is reviewed by our internal investment specialist.
- Reviewing your strategy regularly to make sure it continues to be in your best interests.
International expertise
Our international expertise allows us to add an extra element if you are an emigrant or expat living in Australia.
Wealth solutions
We create tailored wealth solutions for:
- Australian nationals
- Emigrants and expatriates
- Intergenerational (including inheritance tax) planning
- Achieving targeted or holistic financial goals.
International access
Note that for our international clients or those seeking tax efficient international diversification, this includes access to:
- QROPS and international pension arrangements
- Multi-currency funds
- FX funds
- Foreign exchange solutions
- Advice and implementation on a transfer of your pensions and funds abroad (via our international affiliated office).