10 reasons successful owners in the management rights industry engage a professional like Care4Wealth for their financial needs.

  • You have your own expert working in your best interests, guiding you through the process so you can concentrate on what is important to you
  • You get the knowledge & expertise to negotiate the best loan package in what is probably your greatest investment. It has literally saved some of our clients tens of thousands in interest each year
  • You get the right structure for your loans and debt to minimise tax
  • Your loans are competitive for the life of the loan, not just a great initial deal
  • From Day 1 you have an expert monitoring your interests so even if the bank won’t return your call we will. You have your own advocate even if your bank manager moves on. You deserve a broker who listens, understands and makes it work
  • You get the best advice to protect your business investment and family with tax effective wealth protection strategies. This ensures your business or family can continue even if you are not around. Ensures you own the assets and not the bank
  • Successful investors also build wealth outside their business and Care4Wealth has strategies to help you grow further wealth through property, shares and other investments
  • You get access to the best advice in the right structures to build wealth including superannuation and SMSF’s and how to determine what your number is for a comfortable retirement
  • You deal with only one adviser who is licensed to give advice on debt management, wealth creation, superannuation, retirement planning, life insurance & SMSF’s … all just one call away
  • Successful business owners & investors take action and get professional advice so they have more time to commit to what is important to them

 

Here is what our clients had to say about us:

“After not being happy with our current lender for some time we thought we would see what else was available in the market. Chris Atkins from Care4Wealth personally took on the challenge and we could not be happier with the outcome. We were able to save over $20,000/ year in interest alone and the loans have been simplified and structured more tax effectively.  We saved on fees and established offset accounts so that we are eliminating “bad debt” (non-deductible debt) at a faster rate. All at no cost to ourselves. More importantly the loans have been structured so that they are competitive for the life of the loan, not just a great initial deal. All this with updated and competitive merchant facilities.

By understanding our business and objectives Chris was able to take all the hassle out of the process and drive a great deal on our behalf keeping us updated regularly. In the end less than an hour signing paperwork and a team to ensure efficient implementation.

The other great thing is that Chris and Care4Wealth are also specialists in life insurance and saved us a lot of money protecting our business and family from the unexpected and structuring it in the most tax effective way. They also specialise in superannuation, investments, retirement planning and establishing SMSF’s so you deal with just one adviser, all just one call away.”

 

Mark and Karen Ison – Sailport Mooloolaba