What we do
Complete, tailored and ongoing financial advice
At Resolution Wealth Partners, we work in partnership with our clients to provide complete, tailored and ongoing financial advice that focuses on creating strategies and pathways that contribute to financial freedom and success
We've been providing people with financial advice for over 25 combined years and we understand that nobody wants their financial future determined by assumptions or guesswork. People are three dimensional; they cannot be reduced to lines on a page, ticks in boxes, or points on a graph.
To achieve financial success, our experience has shown us the importance and value of a relationship-based approach, where we work closely with a limited number of clients to create clear action plans unique to each individual client.
With this in mind, we start all engagements by getting to know the people we're working with, and then apply our industry knowledge to assist them in reaching their goals.
Our advice
Strategic advice and direction across a broad range of financial areas
Each of these is a discipline in its own right, and most plans draw on several at once.
- 01 Wealth creation strategies Building wealth is rarely one decision. It is the compounding effect of many sound ones, made consistently ov…
- 02 Tax efficient investment strategies What an investment returns and what you keep are two different numbers. Strategy should account for both
- 03 Wealth creation structures The question is not only what you invest in, but who or what owns it
- 04 Investment portfolio design and management A portfolio should be the consequence of a strategy, never the starting point
- 05 Financial modelling Nobody wants their financial future determined by assumptions or guesswork
- 06 Budgeting strategies Looking at your spending in a new light could make a substantial difference to your financial future
- 07 Cash flow management strategies Good cash flow management is what turns a good income into accumulated wealth
- 08 Debt strategies Debt is a tool. Like any tool, the outcome depends on how deliberately it is used
- 09 Estate planning strategies Estate planning is about wealth succession — a way to help protect the wealth you have built over your lifeti…
Our solutions
The strategic advice we provide extends to a pathway forward through a variety of solutions
Investment
Structures and portfolios, from superannuation and self managed super funds to direct shares and managed investments.
- Superannuation
- Self managed superannuation funds (SMSF)
- Investment portfolios
- Direct shares
- Separately managed accounts (SMA)
- Managed funds
- Listed & unlisted investment trusts
- Insurance bonds
- Internally geared funds
- Exchange traded funds
Insurance
Personal and business cover, from income protection to keyman and business succession planning.
- Life insurance
- TPD insurance
- Trauma/critical illness insurance
- Income protection insurance
- Business keyman insurance
- Business succession insurance
Ready to start a conversation?
We work in partnership with our clients, and we pride ourselves on being accessible, reliable and prompt. Tell us what is on your mind and we will take it from there.