Creating a legacy of prosperity
Passing on your wealth is about more than just assets; it's about creating a lasting legacy for your loved ones and the causes you care about. We'll help you navigate the complexities of estate planning and intergenerational wealth transfer, ensuring your legacy reflects your values and provides for future generations.
Passing on Prosperity
Leaving a Legacy for Future Generations Through Strategic Wealth Planning.
Comprehensive and Proactive ongoing service tailored to your personal lifestyle and financial goals.
Smart financial strategies for you to help your children and grandchildren. Family wealth management.
Ensure your wealth is passed to your loved ones in the most tax effective way – not to the Australian Taxation Office.
Comprehensive and Proactive ongoing service tailored to your personal lifestyle and financial goals.
Smart financial strategies for you to help your children and grandchildren. Family wealth management.
Ensure your wealth is passed to your loved ones in the most tax effective way – not to the Australian Taxation Office.
Your Financial Journey Starts Here
At Executive Wealth Solutions, we believe in a clear and collaborative approach to financial planning. Our process is designed to empower you with the knowledge and confidence to make informed decisions and achieve your financial goals.
Understand your situation
Through a detailed data collection form and an initial consultation, we gather essential information about your financial situation, goals, and aspirations. This helps us build a strong foundation for your personalised financial plan.
Design a bespoke financial strategy
We carefully analyse your information and conduct thorough research to develop a comprehensive financial strategy.
Present your statement of advice
We present you with a clear and detailed Statement of Advice, explaining every aspect of our recommendations. We ensure you feel confident and comfortable with the proposed plan before moving forward.
Put the plan into action
We assist you with all the necessary paperwork and ensure the seamless implementation of your financial plan, handling all the necessary details.
Ongoing review, monitoring, and optimisation
We provide ongoing support, continuous monitoring, and regular reviews to ensure your plan remains aligned with your evolving needs and goals.
Hear From Our Success Stories
“David’s advice and professionalism was top quality. I can provide no greater reference then to say that David comes highly recommended and we are happy to refer our friends and family to him.”
Mr J & Mrs B Maree
“We are extremely happy to have David as our financial planner. His expertise and willingness to assist in financial matters brands him a true professional and provides us with a complete level of financial comfort and security.”
Mr D & Mrs H Jex
“David has provided us with financial advice of the highest quality and the ongoing service leaves us with no doubt that our finances are in great shape and we will achieve our financial goals.”
Mr P & Mrs H Beaumont
“We could not be happier with David and Executive Wealth Solutions. David helped us navigate selling our business, provided strategies to minimise taxes and structure our finances."
Mark & Susan Patterson
“David has been our financial adviser for approximately 15 years. While we were saving for retirement, David provided advise which allowed us to minimise tax and build wealth in a tax efficient manner."
Vince & Angela Vella
Providing Trusted & Independent Financial Advice For 20+ years
Take The First Step On Your Journey To Financial Security & Peace of Mind
- We will explore what your future could be
- We will explain our unique approach to get results
- We will show you the next steps for your financial success
Frequently Asked Questions
How can I ensure my wealth is distributed according to my wishes?
Our estate planning services will help you create an estate plan that reflects your wishes, minimises tax, and provides for a smooth transition of wealth to the next generation.
What are the tax implications of passing on wealth?
We can advise on strategies to minimise tax liabilities and maximise the value of your estate for your beneficiaries.
How can I involve my family in legacy planning?
Open communication and shared understanding are crucial. We can facilitate family discussions and help you develop a plan that everyone supports.
What are the benefits of establishing a trust?
Trusts can provide asset protection, tax benefits, and control over how your wealth is distributed.
How can I create a legacy that reflects my values?
We’ll help you define your legacy goals and develop a plan that aligns with your values, whether it’s supporting your family, contributing to your community, or making a difference in the world.