HOW DOES WEALTH MANAGEMENT

WORK FOR YOU

At BlueKite Business Partners our Private Client Advisers work with you to help you achieve what is important to you. We are passionate about helping you to improve your financial position and supporting you throughout your financial journey. We are committed to providing holistic, objective and professional advice and helping you to easily understand and manage your financial position.

When we talk about 'structure', we are referring to the tax and legal methods you are using to most efficiently run your life, your family’s wellbeing, your legacy for your children and your business needs. There are so many ways to structure your affairs for legal protection and tax benefit, not to mention ever-changing legislation that is often difficult to understand. Therefore, it is crucial to receive real-time, concurrent advice from your accountant, appropriate specialist lawyers and a financial adviser who have the practical experience to understand how to put this all together.

 

BlueKite Business Partners provides an integrated, holistic service to engage the right accounting, legal and financial advice professionals in a “family-office” style approach to ensure that your needs are structured to meet your lifestyle and business objectives, mitigate your risks and manage your funds in tax-efficient ways.

CASHFLOW &

DEBT MANAGEMENT

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A range of solutions and support to help you get the most out of your money.  Whether it be getting in control of credit card debts or saving for your children’s wedding, we are here to help you set your goals and stay on course.

INVESTMENT

PLANNING

There are plenty of options available, but it can be confusing knowing how to plan and which investment is right for you. Some of the options include direct shares, managed funds, ETFs, property, term deposits and even cash.

SUPERANNUATION

& RETIREMENT

Superannuation is a key investment vehicle for your retirement savings.  The earlier you plan, the better. We have strategies and options available for people of all ages to support you in planning for your ideal retirement.

PROTECTION &

INSURANCE

Protecting your income and your family is important to most people. Our expert Advisers will help you navigate the confusion and put in place the right types of cover at the right levels for your situation. It could be Death, Total & Permanent Disability, Income Protection or Trauma cover.

ESTATE
PLANNING

A fact of life is not knowing exactly when the end will occur. That is why it is critical to have a solid plan in place to ensure your wealth is transferred to the right people, at the right time in a tax effective manner. Our Advisers can work with you to achieve this goal and secure all important documentation.

SELF MANAGED

SUPERANNUATION

If you want to take more control of your Super a SMSF may be an option. We have options to support you if you already have an SMSF or want one. From advice, administration, to covering off on your tax and auditing requirements – we can tailor a solution to help you navigate the complexity and have more peace of mind.

BUSINESS SUCCESSION

In the future you will leave your business. This may or may not be at your choice. You may sell, retire, do something else, or the unexpected (illness or death) could occur. Regardless of the reason, we are here to help create a smooth transition.

PROPERTY

SERVICES

Australians have always used property as one of the building blocks of wealth. Favourable tax treatment and current low interest rates give investors an opportunity to build a significant property portfolio over the long term.   

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BOOK A FREE 30 MINUTE CALL

We welcome the opportunity to have a conversation with you about your business needs. Book a free 30 minute online session with us and find out how we can help your business grow.

Sidney Cityscape

CONTACT
BLUEKITE BUSINESS PARTNERS

Start a conversation today

Call us today on 1300 883 594 or send us a message below

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