We believe our clients are best served by individualised wealth solutions.
The wealth management team at HLB Mann Judd Brisbane are experienced advisers committed to increasing your wealth by designing a plan, investment strategy, and portfolio tailored to your circumstances, values and future objectives.
How we help clients
We regard the creation and management of wealth as a collaborative journey. A holistic approach and a focus on client education are central to this process. We apply our knowledge to your individual needs, lifestyle, goals, risk profile, timeframe, and tax situation to generate solutions plus maximise outcomes.
Implementation is critical to your success. To ensure your financial goals are met, we prioritise follow-through, regular reviews, and two-way communication.
Our bespoke approach extends to our flexible fee arrangements, offering you choices that suit your circumstances.
Our wealth management services and support include:
- Multi-generational wealth management
- Investment strategy and implementation advice
- Portfolio management and investments
- Risk management and insurance
- Wealth transfer and wealth development strategies
- Asset protection
- Superannuation and SMSF strategies
- Estate planning and administration
- Philanthropic strategy, including charitable giving and foundations
- Empowering younger generations through philanthropy