Finances can be stressful for everyone, but managing them doesn’t need to be.
Our Services
Accumulators
Be Aspirational
Accumulating wealth should be a fulfilling, rewarding and life changing experience. Whether you are building your super, saving for a house or starting a share portfolio, the decisions you make today are the first steps towards a better financial future.
During life’s working years, it's important to strike the balance of building a solid financial foundation, whilst ensuring the enjoyable parts of life are not missed. At Bold, our emphasis is on our clients living their best life by making sound financial decisions that positively position their future, because money shouldn’t limit life’s joys.
We look specifically at the opportunity cost of each choice and help our clients make considered and progressive financial decisions. We prioritise transparency, educating our clients about risk and tax and ensure they make Bold choices to help them go further financially.
Retirement and
Pre-Retirement Planning
Be In Control
The most common concern for pre-retirees is, when can I afford to retire?
The final ten years of our working lives are arguably the most important, with cashflow at it’s best and financial opportunities available.
We provide our clients with absolute certainty around their retirement plans and income needs in retirement. Through early planning, tax minimisation and superannuation opportunities can be optimised, ensuring our client’s not only achieving their desired retirement date, but in many cases, can bring this date forward.
Our plans focus on finishing strong, setting our clients up for stress-free and enjoyable retirement years. The decisions we advise help establish a future where clients can live out their dreams and secure a strong financial position, so they can enjoy the later years of life and live them to the fullest.
Legacy: Next Generation
Be Prepared
Australians will go through significant intergenerational wealth transfer over the coming 20 years, with substantial assets transferred in a life-changing manner.
Passing wealth through generations brings unique complexites. We are experienced in working with families to provide the best outcome for those involved, ensuring family values and legacies are passed through.
Passing on these legacies ensure that future generations can build a better life. Early planning can ensure that estate tax is minimised, financial legacies are passed on and beneficiaries educated.
We deal with all aspects of family finances including superannuation, property, business and shares, with each of these having their own tax, law and estate planning rules.
Sustainable
Be Sustainable,
Be Positive
Do you want to invest but also have a positive impact on those around you? We pride ourselves in having a market-leading offering in ethical and sustainable investing that not only aligns with your values but delivers excellent long-term returns.
Our investment philosophy is built on the foundation of capital protection. We advise long-term investment strategies that foster sustainable financial outcomes, so clients can have peace of mind at every stage of their investment journey.
We understand that all clients are unique and have different beliefs, values and expectations. We build tailored investment solutions in partnership with our independent investment team to deliver long-term sustainable outcomes, without sacrificing value or long-term return.
You do not have to sacrifice for investing in what you believe in. We believe in investing that makes you feel good and with the offering we have, can achieve this for you.