Wealth Management

Portfolio Management

We assist you in managing your capital in portfolios that are transparent, simple and invested in direct assets. Ongoing advice allows your capital to be flexible and take advantage of changing market conditions. Regular reporting allows you to remain fully informed as to how your capital is invested. We meet regularly with you to discuss and give advice on portfolio assets and liabilities. Asset portfolios are structured to achieve tax efficiency wherever possible. Tax efficiency is achieved by structuring asset portfolios to maximise net tax positions in compliance with current Australian tax laws.

 

Superannuation

Superannuation is your long term savings plan to help you fund your retirement. It is supported by government legislation that helps protect your asset until you reach retirement age. For most individuals their superannuation asset will become the second largest asset they accumulate after the family home.

MST will help manage your superannuation asset and provide advice on strategies to provide potential for future long term growth. We advise on strategies suitable for your current life stage to ensure that your asset has potential for growth whilst you still live your current life stage to the fullest.

Retirement Services

Retirement encompasses many of life’s stages. Financial and personal planning in advance of and during retirement assists in ensuring that these life stages can be managed with minimal stress. We work with you through the planning for and living through retirement.

Whether it be to ensure that your superannuation assets are maximised, your wealth is managed efficiently, that you claim your entitlements to government funded benefits, organising your finances so that aged care facilities and services can be afforded or planning your estate so that your assets pass to those that you wish for them to pass to, MST can assist.

Estate Planning & Aged Care

Our estate planning process collaborates with you to understand your needs and wants in respect to your assets when your lose capacity or die. We balance your needs and wants with the difficulty of ruling from the grave and address these difficulties. Our process will assist in you providing your solicitor with all of the information need to compose or update your will and attorneys.
Our aged care service collaborates with you and your immediate family with the financial aspects of your move to assisted living arrangements. Our services focuses on maximising your financial assets to fund the myriad of costs associated with assisted living arrangements.