Level 7, 9 Help Street Chatswood NSW 2067 (02) 9419 5233 mail@strategyone.com.au

Protecting Your Assets

Identify potential risks to your future success

Protecting your assets is about far more than ensuring you have the necessary insurances in place.

Protecting your assets is about minimising the risk of adverse circumstances and setting up structures such as trusts, to safeguard your family’s future by ensuring that your wealth continues down the bloodline. In-depth financial planning is the best way to protect your assets and minimise the associated risks surrounding finance issues.

StrategyOne financial planners take a holistic view to your financial health by identifying potential threats to your wealth as well as opportunities for wealth creation.

Protect your family - Financial planning today, for tomorrow

A reality in today’s economic climate is the increasing dependence of ageing parents and adult offspring.

Active financial planning for dependents helps protect your assets in the long-term through estate planning, disability and life insurance for dependents. These steps can help ensure your financial goals are not derailed by unexpected costs.

Cleverly use contracts and agreements to protect your assets

Contracts and agreements can be used to protect your assets in a business and professional capacity as well as in your personal life.

Prenuptial and cohabitation agreements are becoming popular as blended families are increasingly common and divorce rates continue to rise. As de facto status grants the same rights to assets as marriage, in the event of an acrimonious breakdown, a prenuptial or cohabitation agreement can protect a couple’s individual assets, clarify the financial responsibilities of each party, and ensure that any assets accumulated during the relationship will be evenly and fairly split. At StrategyOne, we take this type of financial planning seriously to ensure that your assets are clearly organised and protected.

Business contracts such as succession plans help ensure the future success of your business, minimising the likelihood of disruption to operations, and realising its potential by making it attractive to investors.

Protecting your assets after death

Sound estate planning is essential to protect your assets. Estate planning avoids unnecessary stress and upset by benefactors unhappy with their settlement and enables family wealth to continue down the bloodline by making your estate immune from the potentially difficult circumstances of divorce, bankruptcy, bad investments and family breakdowns.

Our certified financial advisors give you the financial advice you need to minimise the risk of financial issues after death. If you would like to learn more about protecting your assets from trusted financial advisors, please contact us today. We provide helpful financial advice to clients from our offices in Potts Point and Chatswood and service the surrounding areas including the northern suburbs of Mosman, Lane Cove to Wahroonga and in the east from Sydney city, Bondi and all eastern suburbs.

General advice warning:

The advice provided is general advice only as, in preparing it we did not take into account your investment objectives, financial situation or particular needs. Before making an investment decision on the basis of this advice, you should consider how appropriate the advice is to your particular investment needs, and objectives. You should also consider the relevant Product Disclosure Statement before making any decision relating to a financial product. We recommend you consult a professional financial planner who will assist you.

Our FSG is an important document which provides information about us in order to help you decide whether to use our financial services and we encourage you to read the full FSG.

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