Tax  Business  Wealth

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

Service areas

Our fixed-price wealth packages draw from four main service areas:

Financial planning

A financial plan defines your version of financial success, then gives you a roadmap to get you there sooner and safer.


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.


Self-Managed Superannuation Funds

SMSFs offer many advantages over standard super funds; but you need specialised advice to ensure they meet your needs, and you meet your legal and tax obligations.


Estate planning

An effective estate plan encompasses tax-effective strategies that protect and manage your assets if you die.


Make a smart money decision.

Talk to us.

We love helping directors and owners make the most of all your hard work. Talk to us today – we’ll review your position and provide recommendations to help you build a stronger financial future for your family.

Get in touch