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ICare Wealth Management

 

ICare Wealth Management was established in 2011 as an independently owned boutique wealth management and financial advisory practice.

Our fundamental objective is to take absolute care of your money and we pride ourselves on the strong, long lasting relationships we develop with our clients.

 

What makes us different?

At ICare Wealth Management we differentiate ourselves by using proven researched investment strategies. These strategies form the basis of developing our unique Asset Allocation Models.

Also we employ a collaborative approach to guide our clients to a successful wealth creation and preservation.

For you as young professionals who need to better utilise their income, we provide easy to understand strategies that will help you meet your stated goals.

For you as business owners who want to be financially successful, we provide clear advice and plans for the future that provides you with clarity on where you are now and what you need to do to get where you want to be.

For you as retirees, we assist you nearing retirement or in retirement to have a comfortable lifestyle, by taking charge of the day to day worry of managing your finances, which allows you to enjoy the best time of your life.

 

Our Services

  • Strategic Retirement Planning (includes Superannuation)
    • Transition to Retirement Pension (Preservation Age to Age 64)
    • Super Contribution Planning
    • Pension Drawdown
  • SMSF Specialist Advice
    • Gearing in Property
    • Asset Protection
  • Strategic Investment Advice
    • Wealth Accumulation Strategies
    • Wealth Preservation Management
  • Cash Flow & Debt Management
    • Including Borrowing Capacity Assessment
  • Estate Planning
  • Personal Insurance Protection (Life; Total & Permanent Disablement; Trauma; Income Protection)
  • Employer/Corporate Superannuation Account Set Up

 

Our portfolio review process will provide you with ongoing reporting and management of your portfolio. In addition, we provide a comprehensive annual Review Report to ensure continual alignment to your long term goals.

 

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