Wealth Management
Our Care Goes Beyond Just The Placement
A career move sets off a chain of events that need to be addressed; from salary packaging to reviewing your superannuation, managing cash flows and personal risk management. Career Advantage offers access to our partner Artemas Wealth Management to assist you to manage these aspects of your financial health so as to help you meet your needs and objectives.
Protecting Wealth
Risk management is a key element in long term wealth creation. It is essential to ensure that you, your family and lifestyle are protected from financial misfortune.
Enhancing Wealth
Successful investors seek access to new investment opportunities and knowledge.
Access knowledge about global investment markets and links with specialists, including private equity partners and select opportunities.
Financial Transition
A career move also needs careful wealth transition ensuring benefits are not lost and tax impacts are minimised.
There are a myriad of tax, legal and personal issues involved in estate planning and wealth transfer.
Sound estate planning can ensure that your affairs are managed by someone you trust, your assets are transferred according to your wishes and any tax liabilities are minimised.
Timothy Donlea
Tim has been providing boutique investment and strategic wealth management for over 18 years. Tim and his team understand what is required to deliver results for clients, especially when transitioning through a climate of change.
Important Information: Timothy Donlea and Artemas Wealth Management Pty. Ltd are Authorised Representatives of Financial Wisdom ABN 70 006 646108, AFSL 231138. Click here to download the Financial Services Guide

