www.moorestephens.com.au Serious about Success®

Wealth ManagementAt Moore Stephens, we realise that your needs are unique. That is why we tailor solutions that fit your personal and business goals.

Your concerns, our solutionsEvolving financial markets and regulatory regimes means more investment alternatives. Increasingly, clients need a financial partner that combines expertise with quality advice and service.

How we help youOur wealth management experts specialise in providing a range of advisory and investment services to help you achieve your financial objectives. Our experts know the best ways to protect and grow your wealth, so that you can reap the maximum rewards for years to come.

At Moore Stephens, we realise that the wealth management needs of individuals, small business and large companies are unique. That is why we deliver tailored wealth solutions that fit your own personal and business goals.

Why choose Moore Stephens?

Advisory service

Our experts specialise in helping you reach your financial goals so that you can concentrate on what is most important to you.

Through smart planning and management, our experience can make a real material difference. Our experts work closely with you to ensure you not only receive quality service, but also sound advice that is tailored to your individual needs.

Our detailed knowledge of taxation laws and investment structures also means your finances are structured in the most tax effective way.

Our advisory services include:

• Asset protection• Estate planning• Financial advice and consultancy• Funds administration• Insurance• Loans and leasing• Portfolio advice and management• Retirement, superannuation and pension planning• Wealth accumulation

• Wholesale superannuation

• Investment serviceThe key to success is finding the right opportunity for you. With a variety of investment options available, it can be a confusing decision to make and often it takes experience, understanding and research.

Based on effective financial strategies, we create investment portfolios that offer income flows and long term capital growth. We also provide you with comprehensive reports detailing investment assets, including:

• Alternative asset classes• Annuities and pensions• ASX listed hybrid securities• ASX shares equities• Employer superannuation funds• Interest bearing securities• International managed funds• Self-managed superannuation and pension funds• Unlisted property trusts

• Wholesale and retail managed fund portfolios

For more information on how we can help you succeed and to find your local office visit:

www.moorestephens.com.au/locations

Contact us

Liability limited by a scheme approved under Professional Standards Legislation. An independent member of Moore Stephens International Limited – members in principal cities all throughout the world.

www.moorestephens.com.au Serious about Success®

AdelaideBurwood

Darwin

Sydney

MelbourneGeelong

Perth

Brisbane

Coffs HarbourGrafton

Rockhampton

Biloela

Beenleigh

Monto

All Australian Moore Stephens firms are long-standing members of their local business communities and specialise in providing highly personalised, expert and commercially astute assurance, accounting, tax and advisory services to their clients.

Our network of independent firms of business advisors and chartered accountants around Australia enables us to share expertise, knowledge and best practice to ensure our clients receive the best advice and highest quality of service wherever they choose to do business.