Our services

A comprehensive range of professional services

Partnering with you to deliver strategic personal wealth management solutions with Clarity

Key services

We are proud to offer you a comprehensive range of professional services at Alchemy Wealth Partners.  

We specialise in providing initial and ongoing strategic advice in the following areas:

Cashflow and Debt Management
Creating and adhering to a budget is the backbone of a sound financial plan.  We can assist you with modelling sensible and balanced solutions to serve as the foundation of building your future wealth.

Strategic Tax Planning
We model tax outcomes in every strategy we consider. Simply because we believe that saving one dollar in tax is as valuable as making one dollar of potential investment gains.

Investment Management
We adopt a methodology steeped in psychometric testing when assessing your investment risk appetite to ensure that any investment strategy utilised is appropriate to you. We tailor portfolios to suit your needs, with a focus on asset allocation strategies that are tax conscious.

Employee Benefits
Employee benefits may sometimes be difficult to navigate, especially Employee Share Schemes (ESS), Redundancy Payments, and their associated tax implications. We can help you better understand these benefits ahead of payments being received, and especially through a tax lens.

Asset Protection
We are well versed at discussing the need for asset protection structures, such as establishing companies, trusts (unit, discretionary, hybrid). We take a pragmatic approach with your need for asset protection and structuring. 

Generational Wealth
We seek to understand how you wish to see wealth transfer to, and through your family. This is typically known as ‘estate planning’, which forms a key pillar of any holistic financial plan. We serve as your advocates with formulating an estate plan, and work alongside legal practitioners with drafting the appropriate legal documents.

Retirement Planning
We are experts in retirement planning, which ought to start well before retirement. We will help you understand the retirement structure that best suits you (i.e. is a Self Managed Superannuation Fund optimal for you?). We can also assist you with assessing and understanding your rightful Centrelink entitlements.

Executorial Assistance
We understand the difficulty with losing a loved one and that it may be overwhelming if you are responsible with administering their estate. We can assist you navigate this role during a challenging time and help create clarity for you with your responsibilities.

We appreciate that you may only be seeking advice for a specific service. 

In our experience, we’ve typically found that additional advice areas may become as – if not more – important to you through an open conversation with us.  So, whilst you may only be seeking advice for a specific service at this stage, we’d encourage and invite you to get in touch for a free consultation.

Obligation free consultation

We are proud to offer you an initial consultation that is obligation free and at no cost. Simply contact us to book this in.

Rest assured that any advice we provide will be discussed and agreed upon with you first, where you will receive a transparent services agreement that is inclusive of agreed costs prior to us developing any tailored advice strategies for you. 

Please refer to our Financial Services Guide here for more information about our business, the services we provide and the products we are authorised to arrange for clients per the authorities of the Australian Financial Services Licence we operate under.  Importantly, this document also provides you with information about your rights should you engage with us to provide you with personal advice, and the options available to you should you not be satisfied with our services.  Additionally, our Privacy Statement is available here for information on how we protect your privacy when you engage with us. 

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Alchemy Wealth Partners acknowledges the Traditional Custodians of the land on which we work and operate.  We recognise their continuing connection to land, waters and culture and pay our respects to their Elders, past, present, and emerging.

Alchemy Wealth Partners (ABN: 99 666 076 688 // CAR: 001 304 433) and its Advisors are Authorised Representatives of Finlit Pty. Limited (ABN: 93 666 075 350 // AFSL: 547 454)
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