People seeking financial advice are often looking for answers to many difficult questions. Typically these will include:
“When can I retire? Will we be able to do the things we’ve talked about? Can I even afford to retire?”
“How do I optimise my salary package and how can I legitimately minimise the amount of tax I have to pay?”
“What is the best way to fund my children’s education?”
“Why are my finances so complicated? There’s so much to think about — it’s overwhelming.”
“I am looking to sell my business. What are the financial consequences and how much tax will I have to pay?”
“We are considering the move to aged care. How can we best deal with this?”
At Intralink, we take the time to understand your specific circumstances. To us, you are a unique individual and we go to great lengths to provide you with real-life answers and strategies to help you face your most important challenges.
As an Intralink client, you can expect institutional quality expertise and discipline that’s focused on your personal goals, timeframe, tax exposure, and risk and return appetites – as well as on the strategic opportunities unique to your situation.
We’re proud to serve a nation-wide, and often global, client base whom we expect to service for their lifetime. We are fortunate to count amongst our client’s successful professionals, corporate executives, business owners, medical practitioners, retirees, entrepreneurs, and individuals and families with often significant and complex assets. We also have many clients who are well on their way to achieving their financial and lifestyle goals.
So if you’re looking for a financial advisory group who genuinely cares about the value of the service and solutions they provide to clients today and into the future, we look forward to working with you.
Please call us at your convenience to discuss in more detail our value proposition for your retirement and wealth creation needs.