Services

At Compound Private Wealth, we develop tailored step-by-step financial strategies and help you make informed decisions about your money.

Superannuation, often called super, is a way to save for your retirement. You build up super while you are working to make sure you can have a comfortable retirement.

Super is a tax effective environment for your money. Both you and your employer can deposit money into your account. Your money will attract investment earnings, and when you reach your ‘preservation age’, you are able to start drawing on these funds.

Your employer must pay a proportion of your salary into a super fund. This is called the Superannuation Guarantee and it will be increased by 0.5% each year until it reaches 12% in 2025.

Retirement means different things to different people. For some, traveling around in Australia in a caravan is a life-long dream but for others flying at the pointy end of the plane and staying in 5-star hotels around the world is more how they see life after work. Or maybe spending more time with the grandkids or volunteering in your local community rate high on your list of retirement goals.

We all have different ideas of what the second half of our lives looks like and that’s why planning for your retirement is so important.

We see investing as a journey rather than just a destination. We walk beside you through every high and low, offering tailored portfolio solutions that evolve with your needs. Our services include bespoke portfolio construction, model portfolios, managed accounts, and tax-effective strategies.

We focus on helping you grow and protect your wealth for the future, providing not only guidance but also reassurance and unwavering support. Investing isn’t just about the numbers—it’s about having a trusted partner to help you confidently navigate your financial future with a clear, long-term vision.

Financial success isn’t just about numbers; it’s about having a clear, cohesive strategy that reflects your personal, lifestyle, and financial aspirations. We go beyond conventional planning by helping you define your goals and creating a tailored plan that brings every aspect of your finances together. Your financial plan acts as a roadmap, outlining practical steps for each stage of your journey while staying aligned with your long-term vision.

As life evolves and unexpected changes arise, we’re here to adapt your plan, keeping it relevant to your needs. Our commitment is to be your trusted advisors for life, empowering you to make confident, informed decisions every step of the way.

Life takes twists and turns that we can’t always see coming. That’s why it’s so important that we are prepared for life’s emergencies. You don’t want to leave it to chance.

An accident, sickness or death of a working age parent will almost always have a significant impact on the financial circumstances of the family.

Having the right insurances in place can help protect your family and your income if the unexpected occurs.

Estate Planning gives you the peace of mind that the people you care about are looked after if something happens to you.

You should consider estate planning if you have assets, whether it’s a house, superannuation, investments and/or a business.

More than just a Will, estate planning helps you arrange your assets so that your life savings end up in the right hands, at the right time.

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In 15 minutes we can get to know you – your situation, goals and needs to see if we are the right fit to help you reach your potential.