We believe our clients are best served by individualised wealth solutions.
HLB Mann Judd delivers a complete service offering for your financial well-being. Our personal wealth management team has specialists in wealth, personal tax, self-managed super funds, estate planning, debt advisory and personal insurances.
Our specialist advisers can help you to secure the best future for you and your family. Together we will work with you to build, manage and protect your finances.
Our services include:
Personal wealth
Looking to retire, or planning for the future? Our wealth management specialists will help you put strategies in place to secure your wealth for you and your family, including advising on and administering investment portfolios.
Personal tax
Structuring your personal and family tax matters can be confusing – what works best for others may not provide the best outcome for you. Our experts can help you put the best structures in place.
Self-managed super funds
Self-managed super funds (SMSFs) represent the most tax effective investment, wealth creation and estate planning structure available. Our team will help you to structure your SMSF for your unique needs.
Estate planning
A significant part of the overall wealth management process is to ensure that upon death, your wealth is passed on to who you want it to go to in an appropriate, tax effective and timely manner. Our specialists will help define the best course of action for you.
Debt advisory
Our advisers can provide expert debt financing advice for individual or personal needs including reviewing your financing structure and existing arrangements.
Insurance services
Your ability to earn an income during your working life is the biggest asset you have. HLB Insurance Services provides a professional advisory service to assist with a variety of insurance situations. Our strategic risk advice helps manage the financial impacts of personal disasters such as illness, injury or death.
