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Wealth Consultants
Active Financial Answers main focus is assisting clients in structuring the acquisition of appreciating assets for asset protection, tax flexibility and estate planning. We also ensure our clients are operating their enterprises in the most flexible and effective way possible.
We have three wealth consultants:
Our consultants can assist you with:
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Establishing the correct business structure to suit your personal needs.
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Protecting your private home without losing your capital gain exemption.
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Establishing appropriate separation between your business assets and your business operation to suit your situation.
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Protecting your investments!
Arrange for a consultation today to make sure you have the correct structure and that it is up to date!! Our Consultants
Barb, Martienne and Sharon spend most of their time consulting in wealth creation and asset protection, structuring, business strategies and tax planning. They have all gained substantial knowledge in the setup of structures for US and other overseas investing. Barb is a licensed advisor in self managed superannuation funds. Sharon has also completed the necessary studies to be PS146 compliant. |
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Benefits in owning assets in a trust:
- Tax minimisation
- Personal protection
- Asset protection
- Estate planning
- Succession planning
- Retirement
- Property development
There is a huge range of structures available to suit your specific needs. To see what could best assist you contact our office and arrange an appointment with one of our consultants. |
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Asset Protection Strategies
The focus of asset protection strategies is to protect your assets by putting shields between your personal assets, your investments and your business affairs to reduce, as much as possible, any personal liability you may have. It has to be done when all is quiet on the home front and no dark clouds are looming! |
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