Although people from all stages of life can benefit from financial planning advice, that advice needs to be tailored in order to cater to the specific circumstances and stage of life of each person, couple or family, depending on their current situation. 360Private will work with you to identify and prioritise your goals, discuss ideas and options that will help you to grow your wealth, ensure yours and your family’s lifestyle is protected should unforeseen circumstances arise and put in place all that is required to ensure that all necessary estate planning concerns are addressed. |
We focus on your lifestyle and your family's life cycle stage and we then apply financial strategies to help meet current and future lifestyle costs. Our strategies are based around not paying unnecessary tax, structuring your affairs efficiently and gaining an adequate return on capital invested.
Our team of taxation specialists are committed to offering expert and up-to-date advice across a diverse range of taxation and accounting services whilst understanding your specific needs and goals.
We evaluate and assess ASX listed companies from the bottom up, examining the quality of their management and their expected future earnings to determine their true fundamental or indicative value. If the value isn't there, we don't invest. Broader investment opportunities through managed funds and other unlisted vehicles are also researched thoroughly by our specialist team. |
With any luck you will enjoy life without ever having to make a claim but if something should befall you, insurance makes a world of difference to you and your family, relieving financial pressure at an already difficult and stressful time.
We will undertake an in depth analysis of your current circumstances and any succession issues that need to be addressed. We will then provide recommendations for action and referrals to associated professionals who will assist you in the delivery of considered and comprehensive estate planning documentation.
We will help you to consolidate funds and choose the most appropriate superannuation fund for your personal situation, whether that be a public offer fund or your own Self-Managed Superannuation Fund (SMSF). We will tailor a personalised super plan, including looking at different contribution strategies to maximise your wealth, to help you both now and in the future. |