Wealth Creation | Outcomes that count

The Cohen Fasciani Family work with you through a trusting relationship, combining our knowledge and experience to help you achieve the outcomes that count.

About Wealth Creation

We assist clients through the maze of wealth creation options available.
Each individual plan is personally designed to suit each client’s particular risk profile, values, goals and objectives.

Savings and investment plans

Share and Managed Fund portfolio advice

Tax structuring advice (eg Trusts, Companies etc)

Superannuation and Self-Managed Superannuation approachess

Dollar Cost Averaging strategies

SMSF

Self-Managed Superannuation Funds (SMSF’s) are the fastest growing sector in the superannuation industry.

Investment Advice

Our aim is to ensure we understand what our clients appropriate asset allocation and risk tolerance levels are to ensure they achieve their personal goals.

Retirement Planning

Approaching retirement can sometimes cause uncertainty and concern as it can seem like a great unknown.

Risk Management

Though you may do everything right to ensure that your wealth creation plan is on track and your individual life goals are being met.

Budget & Cashflow

To formulate an effective strategic financial plan you need to ensure you are either reviewing options for budget management or optimising cash flow.

Estate Planning

Estate Planning is one of the most over looked parts for an individuals financial future