Wealth Management

Wealth Management is a critical function for any investor, and means having access to your investment information in a timely manner, that is easy to understand, comprehensive and accurate.

At Foundation Capital Investment and Advisory, our professional financial advisors will help you manage your wealth, with the primary goal to grow and protect that growth, in an atmosphere of mutual trust.

Create

Wealth acquisition, management & preservation

Our experienced advisors draw on their wealth of knowledge to advise you on the most effective wealth creation strategies whilst giving careful consideration to your investment choices, appropriate investment vehicles, and tax effective strategies.

  • Cashflow/budget maintenance
  • Income tax planning – personal & corporate
  • Regular monitoring, reviews and analysis.

Enhance

Build, grow, innovate.

We work in partnership with our clients to develop a comprehensive financial strategy with a goal to progressively accumulate wealth for their financial security in the future.

  • Investment planning
  • Recognising and realising opportunities

Protect

Managing the risk, physically and legally

Protecting your wealth is an important part of our overall financial planning advice. Our tailored solutions take into account both the level and type of cover required to protect you and your family should the unexpected occur.

  • Risk planning
    • Death
    • Disability
    • Trauma
    • Income Protection
    • Keyman insurance
    • Cross option/ Buy sell insurance
  • Household and business structure
    • Family discretionary trusts
    • Companies
    • Enduring power of attorney
    • Wealth transfer taxes
    • Superannuation discretionary trusts
    • Solicitor

Transfer

The estate, the business

Ensuring a meaningful and lasting legacy for your family is a complex and emotional task. We provide an integrated advice schedule encompassing investment, tax and estate planning to provide customised guidance on these important issues, be they family or your business interests.

  • Estate Planning
    • Wills
    • Testamentary trust
    • Enduring power of attorney
    • Wealth transfer taxes
    • Superannuation discretionary trusts
    • Solicitor

Contact us for more information.