q4 Financial

Wealth management

Having a comprehensive and effective financial strategy which takes into account your personal circumstance and stage of life, can not only strengthen your financial security but allow you to achieve your wealth goals.

As trusted financial advisors, we believe it’s necessary to have a deep understanding of your goals and aspirations to ensure we can provide you with the right strategies to achieve your desired outcomes.

Our insights and understanding of wealth management options, coupled with our team’s accounting and financial planning expertise, provide the foundations necessary to create, preserve and protect your wealth.

With superannuation the foundation for many planned retirements, ensuring you have the right information and fund strategy is important. Having the right investment strategy can provide significant tax advantages for saving and investing. Our team can provide specialist insight into the tax advantages of superannuation.

We are very thankful for the opportunity to work with q4.

For us the opportunity to have tax advice and independent financial planning wrapped together and developed together by the one team of experienced advisers in the room at the same time is critical and something that we have not been able to achieve before and are now very thankful for.

Wayne & Louise Middleton
Investors
Superannuation

With superannuation the foundation for many planned retirements, ensuring you have the right information and fund strategy is important. Having the right investment strategy can provide significant tax advantages for saving and investing. Our team can provide specialist insight into the tax advantages of superannuation.

Estate planning

Having the right plan in place to protect your assets and provide for those important to you is vital. From personal assets to those which include business interests and proceeds from super, planning for how your estate is managed is essential.

Our wealth management team can support your personal wishes and business succession plans are defined and respected. We can assist you in identifying your objectives, and understanding, documenting and protecting your assets along with meeting all your obligations.

Risk insurance

It is vital that your wealth and assets are adequately protected as you work towards achieving your financial and lifestyle goals. From personal – Life, Trauma, Income Protection, Total and Permanent Disablement (TPD) – to business insurances, our team can implement the appropriate risk management strategies to give you peace of mind.

Intergenerational wealth transfer

Many of our clients have developed substantial wealth over and above what they need to fund their retirement goals. We help you work through the complexities of tax-effective transfer of wealth to support the next generation and beyond.

Self-Managed super funds

For some clients, a Self-Managed Super Fund (SMSF) allows for greater control and flexibility around their financial future. While allowing you to make your own investment and administration decision, the legislative and compliance requirements to establish a fund can be challenging. Our experienced team can provide extensive insights into the advantages of this type of fund and if suitable for you, ensure your transition to setting up a self-managed super fund is seamless.

Debt reduction

Managing debt can provide you with the control and assurance you need to feel secure. q4 financial can provide debt management strategies that help you manage and use loans to your advantage. We can advise on appropriate debt reduction approaches that may include evaluating your debts and budget, making a plan and negotiating with creditors.

Budgeting

Effective budgeting strategies assist with planning for the future and maximising your cash flow. Our expert accountants and financial planners can help you achieve financial control with personalised budgeting solutions that include goal setting, forecasting and maintenance.

Wealth management case study

Implement an investment and superannuation strategy.
What you'll get

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q4 wealth management Pty Ltd, ABN 18 634 775 830, Authorised Representative No. 1277981 of Hunter Green Pty Ltd, Australian Financial Services Licence No.225962.

Rodney Rossi is an authorised representative of Hunter Green Pty Ltd. Your Adviser may offer you services through q4 wealth management Pty Ltd and q4 financial Pty Ltd which are each separate businesses. Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, Hunter Green is only responsible for the financial planning services provided by Rodney Rossi.

Any advice contained in this document (website) is General Advice and does not take into account your objectives, financial situation or needs.

Before acting on any General Advice, you should consider whether it is appropriate in light of your particular objectives, financial situation or needs. If the advice relates to acquiring a particular financial product, you should obtain and consider the Product Disclosure Statement (PDS) for that product before making any decisions. 

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