Beyond Wealth’s philosophy has your goals at the heart of everything we do.  Our aim is to remove the financial uncertainty in your life and provide you with a pathway to achieving the life, business and investment goals that are important to you.

Self Managed Super Advice

Rosemary is an accredited SMSF specialist through the SMSF Association. Working closely with you to understand your personal and financial goals and objectives, we develop and implement co-ordinated plans for your superannuation, encompassing tax-intelligent investment strategies, wealth creation, retirement planning, risk management and estate planning.

Not only does Beyond Wealth manage your superannuation investments, we also perform the compliance and taxation functions of your SMSF.

Wealth Advice

As we hold our own Australian Financial Services Licence, Beyond Wealth offers independent financial advice, free of the constraints of the banks and big corporates, resulting in advice that is best for you in achieving your financial outcomes. You will always get the truth and solid advice from our team.

Helping you maintain the most appropriate financial planning strategies is a continuous process that needs to be revised and adjusted to consider market trends, investment performance, legislative changes and your growing needs. So we plan for that.

We can assist in all areas of financial planning including:

  • Wealth Creation
  • Superannuation and Retirement Planning
  • Investments
  • Redundancies
  • Estate Planning and Insurance

Direct Share Portfolios

Our in house portfolio management service buys and sells directly into the share market. This means that we can tailor your portfolio to your specific objectives and offer access to a wide selection of cash, fixed interest and share investments.

Your portfolio is available through our client login.

Contact Us

Phone: 02 4956 6659

Post: 
PO Box 618,
Warners Bay NSW 2282

Office: 
1/149 Ambleside Circuit,
Lakelands NSW 2282

Our Professional Partners

Beyond Wealth Pty Ltd AFSL 404737