Wealth Management Company

Our highly qualified team of Self Managed Super Fund (SMSF) experts, experienced business accountants, and personal financial advisors provide tailor-made wealth management services to individuals, couples and business owners. We focus on developing well-planned investment advice and well planned financial strategies designed to protect assets and create wealth.

Clients Australia-wide trust us as their wealth management advisor. We have developed an excellent reputation for delivering professional wealth management services for more than 13 years. Our highly experienced and innovative wealth management advisors in Brisbane are experts in:

• Employee Share Scheme Advice and Planning.
• Business Structuring and Taxation Advice.
• Tax Minimisation.
• Wealth Creation Pans and Advice.
• Retirement Planning.
• Debt Reduction Strategies.
• Sophisticated SMSF Advice and Compliance.
• Investment Advice and Management.
• Ongoing Business and Personal Advisory Services.
• Investment Structuring Advice.
• Asset Protection.
• Lending Services (Residential, Commercial and Asset Finance).

As part of the comprehensive asset and wealth management services that we offer, ensuring that our clients’ have their investments structured in the most secure and tax-effective way is always a priority. This comprehensive process involves structuring investment ownership, income flows and borrowings in a way that maximises the benefit for the client. We apply our detailed knowledge of taxation laws, superannuation, pensions entitlements and investment structures (including trusts) to ensure the best results possible for our clients.

Each client has a different financial position and goals that they want to achieve. This is why we assess the total financial position of each client and then provide measurable and practical advice on all tax and structure issues while offering strategic and comprehensive recommendations. All advice incorporates a client’s asset protection requirements, financial goals, and succession issues.

If you have spoken to a few so-called experts, you will know that not all asset management companies are the same. The BBAS Wealth Management team is highly experienced in researching and analysing investment opportunities, creating effective and manageable strategies. Our end game is focused on creating investment portfolios that offer good income flows, security, and strong long-term capital growth. We don’t make promises of what could be possible, we create well-researched and practical solutions that are easy to implement with measurable results.

At BBAS, we thrive on building long-term partnerships with our clients. We offer services, which include ongoing financial advice concerning portfolio investment management, borrowings and loan restructuring, taxation reporting and legal obligations, SMSF auditing, and compliance, and much more.
We work closely with all of our clients to ensure that your investment needs effectively managed, and provide ongoing advice to maximise income streams from different entities.
What’s more, our team keeps you well informed of the changes in the legislative and economic landscape, which ensures that you always have current and relevant advice on hand.

Our Accountants and the BBAS brand are well known in the financial industry. We have access to lending and investment firms meaning that we can arrange some of the best loan rates and investment portfolios available, including but not limited to:

• Mortgages (Owner occupied).
• Property investment loans.
• Refinancing options.
• Bridging finance.
• Debt streamlining and simplification.
• Foreign investment loans.
• SMSF property investment.
• Business and commercial loans.
• Debt consolidation.
• Equipment, vehicle, and commercial property leasing.
• Cash flow funding.

Sourcing a wealth manager that is the right fit for you is crucial to achieving your individual financial and business goals. We assist clients who are seasoned investors as well as first-time homebuyers, successful business owners and even self-funded retirees. No matter what your current financial situation, we can assist you in finding the best value products from repeatable and industry-leading lenders.

Contact us today for a confidential discussion by calling (07) 3886 1652. Alternatively, if you complete the online form below and we will contact you.