MISSO Wealth Management provides holistic strategic financial advice to clients who want an ongoing relationship. Our team maintains the highest professional and technical qualifications in the field.
We can advise you on:
- Goal setting and timelines
- Cashflow and bank account structures
- Effective financial structures
- Retirement planning and estate planning
- Investment strategies
- Financial modelling
- Asset protection
- Debt management
- Tax planning
- Self-managed Super Funds (SMSFs)
- Family law financial matters
- Terminal illness financial strategy
- Premature death cashflow and investment strategy
While we have a good commercial understanding of the issues and traps, we do not provide any accounting or legal services. We can either work with your existing providers or introduce you to skilled practitioners in our network.