You Can’t Take it With You: Top 10 Estate Planning tips
As they say, you can’t take it with you! Or you can’t dictate from beyond the grave! But careful estate planning considering all possible outcomes should at least ensure an easier transition.
OUR SERVICES
Once we understand what is important to you, we tailor your investments to meet your individual goals. Our investment philosophy is based on principles of discipline, transparency and communication.
We undertake a comprehensive assessment of your personal needs to recommend insurance cover that best integrates with your financial objectives. We can also review the suitability of your current policies.
ABOUT US
Whether you are seeking to build wealth for the future or protecting it for the next generation, AIP Wealth will assist you to make intelligent financial decisions.
At the core of our boutique firm are the foundations of experience, integrity and an uncompromising commitment to our clients
OUR COMMITMENT
We tailor our strategies to the needs of each client that yields a unique strategy for each client. No two clients have the same concerns; so no two clients should have the same solutions.
We specialize in cutting-edge technology and solutions, while at the same time, employing strategies that have been proven to work time and time again.
AIP Wealth Management is privately owned and we always put our client’s interests first. Far different from the employees of financial institutions or super funds that present themselves as “financial advisors” to sell a product.
We believe in being transparent in everything we do, so you will always have full knowledge of the actions taken on your behalf.
OUR CREDENTIALS
Certified Financial Planner™
AIP Wealth Management advisers hold the internationally recognised Certified Financial Planner™ practitioner designation, the highest certification for financial advisers in the profession.
AFR Masterclass – Top Financial Advisers
Our principal adviser has been named in the top 50 financial advisers in Australia through the prestigious AFR Smart Investor ‘Masterclass’ through which CFP advisers are recognised for their technical competence.
Contact Us
Level 10, 239 George Street
PO Box 3102
Brisbane Qld 4000
07 3188 5757 – Fax 07 3188 5777
info@aipwealth.com.au