Services

Wealth Creation

Wealth Creation involves careful investments over a period of time in order to achieve financial independence and peace of mind.

We can help you reach your goals by preparing a financial plan that takes into consideration your current situation, goals, objectives and personal tolerance for risk.

We can tailor a solution that fits your needs through resources like Equities, Fixed Income, Mutual Funds, Exchange Traded Funds, and Managed Accounts. There is no pressure to follow a pre-set agenda, so our investment advice will always be in your best interests.

Once agreed, we will implement a portfolio that focuses on liquidity and opportunity for growth, whilst providing security and flexibility of capital.

Wealth Protection

Integral to any sound financial plan is ensuring you protect the plans you have for your future should an unexpected accident or illness occur.

Insurance can help ease the financial burden on you and your family if you were to die or become ill. As your assets grow, your family expands, and life changes, we assess your insurance coverage to ensure that whatever happens, you or your family can continue living the lifestyle you created.

At Monarch Wealth, we offer a wide range of insurance solutions for you and your assets so that you are properly protected. These include:

• Income Protection
• Trauma Insurance
• Total and Permanent Disability (TPD) Insurance
• Life Insurance

Retirement Planning

There are three stages to retirement planning – saving for retirement, living in retirement, and leaving an estate. At Monarch Wealth, we can help you develop strategies now that create the necessary wealth you require to live the retirement you want.

Life is ever-changing and so your retirement plan must move along with it. We will review your plan as your life unfolds, as markets and opportunities change, or if you redefine your goals.

Superannuation is one of the most effective ways to save for your retirement due to the concessional tax rate applied to your contributions and savings.

You can build your super through employer contributions (including salary sacrifice), personal contributions, spouse contributions and government co-contributions.

UK Pension Solutions

At Monarch Wealth, we specialise in advising Australian residents on various cross border affairs, including accessing their UK pensions now they are living in Australia.

Australian tax residents who have pensions remaining in the UK are often not aware of the significant options available to them to access these earlier and more tax efficiently.

Recent changes to UK regulations have allowed non-UK residents to transfer and consolidate their retirement savings to a more appropriate, low cost structure which allows more flexible investment choices to create wealth.

We are able to assist clients in locating their UK pension(s), obtaining current valuations and implementing tax effective solutions to access them in Australia. Initial consultations and valuations are free of charge and obligation.