Make the most of all your hard work.
Enjoy the journey to financial freedom.
How do you achieve your family’s financial security goals while living life to the fullest right now? And how do you make the most of the extra earnings and tax savings generated from working with us?
Speak with Tate Partners Wealth Management. We love helping people make the most of all their hard work. Our experienced team will help you articulate what your family’s version of financial success looks like, then build a roadmap to get you there sooner and safer.
You’ve worked hard to get to where you are. Let us partner with you on your journey to financial freedom.
Creating a financial plan is one of the most important decisions you will ever make.
Life is about more than money. But if you don’t have a clear idea of how you want to live, or a plan to get there, you lose control of your financial future.
By getting clarity on what your version of financial success looks like, and with expert guidance every step of the way, you can take action to enjoy life now, secure your family’s future and leave a legacy.
Align your business and wealth creation activities.
A key reason for going into business is to achieve your version of financial freedom. But often, decisions you make to support your business may not benefit your overall financial position, and vice versa.
Our Wealth Management team work closely with our business and tax experts to ensure any financial planning recommendations benefit your family’s wealth creation goals while supporting your business objectives.
Eight ways we help you to create wealth
Establish the financial foundations to set you up for success and maximise your tax-effectiveness
We take care of the admin, so you can stay focused on your business or family
Build a financial plan which articulates your version of financial freedom and provides a roadmap showing how to get there
Use safeguards to protect your wealth such as estate planning and diversification across property, shares and superannuation
Revisit your financial plan annually to ensure it keeps pace with your changing needs, goals and lifestyle
Provide coaching and mentoring to help you navigate unforeseen challenges and ensure you make the right decisions with any important financial choices you face
Align your business and personal wealth creation activities so you get the best overall financial outcome
Build a solid financial base that will support your desired lifestyle in retirement and allow you to leave a legacy
Follow the Pathway to Wealth
The Pathway to Wealth provides a sensible and effective four-step roadmap for creating and protecting wealth – and we’re with you every step of the journey.
Put the financial building blocks in place and make smart tax decisions.
Expert advice and support to help you:
- Make smart tax and money decisions so you can generate more cashflow to build wealth
- Get clarity on where you are and what you want to achieve
- Get the financial admin basics sorted
Create a financial plan to build wealth safely and effectively.
- Build a wealth creation plan that states the strategies, actions and investments to achieve your goals.
- Protect your family through asset protection, insurance and estate planning basics
- Develop strategies to maximise your superannuation and manage debt
Grow your wealth while maintaining your lifestyle.
- Ongoing coaching, mentoring, advice and administrative support to make the best decisions for your financial future
- Hold you accountable to stay on track
Retire in style, and leave a legacy.
- Tax-effective investment strategies to continue to grow your wealth while you enjoy life to the fullest
- Leave a legacy
Our fixed-price wealth packages draw from four main service areas:
Individual tax returns
We provide strategic tax advice and services that focus on your overall financial objectives rather than just your tax goals, to ensure your wealth is maximised without any unforeseen impacts.