Encore Wealth offers three wealth management programs to suit the differing requirements of our clientele. Our Wealth Management Programs measure your wealth, reviews your overall strategy and provides ongoing recommendations to improve your situation.

When developing a financial plan for you, known as a Statement of Advice (SOA), we follow a structured process to help understand your needs and recommend the optimal strategy

At a glance you can see how you are progressing towards your goals, with the peace of mind that as legislative and economic conditions change, we are already on the front foot making the enhancements needed to your financial plan.

• Financial planning
• Investing
• Wealth protection and management
• Superannuation including SMSF
• Estate planning
• Entity structure advice
• Taxation services

Using our expertise we conduct numerous projections of different financial strategies and combinations of strategies for each client. This detailed modelling enables us to scientifically calculate the projected outcomes of the various options available to ensure we have in place the ‘optimal’ financial strategy for you. To find out how we can help you enhance and manage your financial position, call 3257 7777.

General Advice Warning and Disclaimer – The information provided on this website has been provided as general advice only. We have not considered your financial circumstances, needs and objectives and you should seek the assistance of your financial adviser before you make any decision regarding any products or information on this site. Whilst all care has been taken in the preparation of this material, no warranty is given in respect of the information provided and accordingly neither Encore Accounting Pty Ltd nor its related entities, employees or agents shall be liable on any ground whatsoever with respects to decisions or actions taken as a results of you acting upon such information.