High Net Worth Individuals

Hood Sweeney understands that in general, people are time poor when it comes to the financial aspects of their life and require a trusted professional that can pull together the many and varied threads of their financial and business affairs.

When people come to us, we always ask:

  • Are you maximising your income?
  • Are your assets protected and is your estate plan in place?
  • There have been significant changes regarding family trusts, service trusts and corporate beneficiaries over the last 12 months, are you aware of how these changes may affect you?
  • During the global financial crisis did you have peace of mind with your investment strategy and investment performance?
  • Do you know what your retirement will look like?
  • At the end of each financial year have you created wealth in line with your disposable income?

Most times, our new clients say ‘no’ to at least one of these questions. That is why we have created a team of professionals to help our clients maximise their wealth and secure their future.

 

Self-managed Superannuation

To manage your own Superannuation Fund is to be in the driver’s seat of what is, or will become, your largest financial asset. It pays to understand and take control of your super. Click here to see how Hood Sweeney can help you plan for your future.