Sky Wealth Financial Planning Services provide a wide range of services to assist our clients, growing and protecting their wealth.
Our Wealth Creation Accountants work to understand your investments, transactions, tax and ownership structures to help you achieve personal and business wealth.
Get expert debt management advice and put your finances in order.
Develop an estate planning strategy for your assets and investments and ensure that they are passed on to your beneficiaries in the most simple and effective way.
Get expert tax planning advice to help you reduce tax and increase wealth.
Establish the best successors for your organisation through succession planning. Protect your business continuity and stay prepared for success.
Our retirement planning services help you work out your retirement goals and put strategies into place.
Financial Planning Services
Financial Planning involves assessment of your current situation and setting future financial goals. We will help you meet your goals through proposed budgets, investments, wealth creation and wealth protection strategies.
We will regularly review and update your financial plans to suit any legislation changes or your changing circumstances.
Our Financial Planner, Tracey Hunter, focuses on providing highly personalised service to businesses of all descriptions and sizes, as well as self-managed superannuation funds and not-for-profit organisations.
Tracey has a Bachelor of Business and Commerce from Monash, a Diploma of Advanced Accounting is SMSF’s and is a registered Tax Agent and member of ICAA.
Tracey Hunter is an Authorised Representative (AR Number 330665) of Lifespan Financial Planning Pty Ltd (AFSL Number 229892)
With a passion for ensuring her clients wellbeing is always front of mind, we strive to ensure our clients understand their businesses in order to ensure they get the best results possible.