Financial Planning
THE BIG PICTURE & THE FINE DETAILS
We believe that you work hard now so you won't have to later. That is why we encourage all our clients to start planning for the future now rather than leaving it to chance.
At Quest Advisory Group we work with our clients to build and manage a complete financial strategy designed to accumulate wealth for you and your family.
We personalise financial products for you - and because we are not owned by banks, we can compare many different investments and fund managers and choose the very best options, with our only loyalty being to you, our client.
We have years of experience in Financial Advice and our expert, attentive consultants are available when you need us. Just call any time you have a question, as we join you every step of the way to achieving your financial goals.
Insurance
At Quest Advisory Group we have an individualised approach to Insurance Advice.
You can't put a dollar value on your family, but you can safeguard their future. We start with a detailed Risk Needs Analysis that considers the costs of providing for your family if you are unable to. From covering your mortgage and living expenses to kids' education and lost retirement income for your partner, we ensure that all bases are covered.
With so many different types of insurance available, we help you find the right protection for the lifestyle that you and your family deserve.
We work with the full suite of insurance products:
• Life
• Total and Permanent Disability
• Income Protection (Salary Continuance)
• Trauma
Whether you suffer a short-term setback or are unable to ever work again, your family and finances can be protected.
Just click here to contact us and get a no-obligation evaluation.
Estate Planning
Did you know that if you pass away without a will, your assets may not automatically go to your partner?
While it's uncomfortable to think about it, in accumulating wealth it's also vitally important that we help our clients to protect their wealth, in the event of illness or passing of yourself or a loved one. A properly drafted and executed will is the best way to protect your loved ones and ensure your final wishes are carried out. We work alongside Perth's top lawyers to ensure that your estate planning is in order. We also cover important options for taxation and estate equalisation among other crucial details in estate planning.
Investing
We can build and manage an investment portfolio that suits your investment needs and time horizon. Whether you are an experienced investor or a beginner, there are plenty of steps you can take to grow and protect your wealth. From direct shares to ETFs, debt securities, property, international investments and more, we can walk you through the investment options that will deliver the outcomes you want.
Superannuation
Superannuation is a great way to build wealth for retirement. Over the course of your lifetime you accumulate and invest funds in your superannuation account, but it can be very hard to understand all the options and the complex and changing rules. We can help you build the right strategy, make it tax effective and ensure that your funds are managed according to your objectives. We help you answer these questions:
- How do I choose a super fund?
- What is the best fund for me – now and in the future?
- What are the fees?
- How do I make additional super contributions?
- When can I access my super?
- Is a self-managed super fund (SMSF) an option?
SMSF
Self-Managed Superannuation Funds, or SMSFs, are attractive as you can take control of your own superannuation, however they are heavily regulated. Managing a superannuation fund yourself can prove to be very complex, resource intensive and risky.
At Quest Advisory Group, we have years of expertise in helping clients with SMSFs. Our Self-Managed Super Fund Specialists help our clients to understand the framework through plain, easy to understand practical advice - and we’ll be here when you need us.
We can help with:
- Ad-hoc consulting and investment advice
- New funds and existing funds
- Management
- Compliance
- Reviews and Reports
- Liaising with lawyers and accountants
For more details please contact us.