Wealth Management Services

Personal wealth management is an increasingly complex yet vital service. It considers a person’s financial position, taking into account all areas of personal taxation, superannuation and investments, among others, and requires ongoing review.

Gone are the days when managing your financial affairs are a set-and-forget approach. Today’s wealth strategies are both bespoke and flexible, and are designed to take full advantage of investment markets on the upside – and the downside.

Clients also increasingly view their financial planners as trusted advisers. Having a sound working relationship with an adviser who knows the intricacies of your financial position, as well as your goals and aspirations, can lead to better outcomes during the latter stages of your career and into retirement, as well as leave a lasting legacy for your families and future generations.

We partner with our clients for the duration of their wealth journey, putting in place a strategy that is well-structured, personalised, adaptable, and importantly, reflects the desired lifestyle of clients in the years to come.

How we help clients

HLB Mann Judd delivers a complete service offering for your financial well-being. Our planners have a deep understanding of financial markets and the broader investment environment.

We assist by providing tailored strategies, incorporating asset allocation and investment advice, via a comprehensive tailored financial plan. We work with you to build, manage and protect your finances.

Regular meetings are scheduled with clients to ensure financial goals are reviewed, and the strategy is amended if required.

Our suite of wealth management services and support includes:

• Strategy
• Asset allocation
• Investments
• Superannuation
• Wealth accumulation
• Personal insurances

• Retirement planning
• Lending
• Estate planning
• Investment administration
• Aged care
• Philanthropic giving.