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Our Services

At Voyager Wealth Management

We provide our clients with specialised advice and services across a variety of areas. We can provide this advice on a scaled basis, “one-off” advice or as an ongoing service arrangement; whereby your adviser will provide a holistic financial strategy.
This strategy is based on your full financial position and the advisor will continue to manage your financial position and strategy to ensure you reach your goals.

The areas of advice that we can provide to our clients include:

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Superannuation/SMSF

  • Rollovers
  • New superannuation accounts
  • Self managed superannuation funds
  • Investments through SMSF
  • Pensions
  • Salary sacrificing
  • Spousal contributions

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Wealth Protection & Insurance

  • Life insurance
  • Trauma insurance
  • Income protection
  • TPD (total permanent disability) insurance
  • Child trauma insurance
  • Business insurance

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Retirement

  • Transition to retirement
  • Pensions
  • Retirement planning
  • Centrelink benefits
  • Aged Care

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Investments

  • Managed funds
  • Direct investments
  • Term deposits
  • Gearing

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Estate Planning

  • Wills
  • Estate planning
  • Nomination of beneficiaries

The areas of advice that we can provide to our clients include:

In order to implement your financial goals, sometimes we may need to work with other industry professionals to ensure you achieve the outcomes that you expect. Below are some of the financial situations where you might expect this to occur.

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Banking

  • Cash flow management

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Accounting

  • Tax advice
  • Maximise deductions
  • Depreciation
  • Small and medium enterprise
  • Large business
  • Self-Managed Super Fund auditing and administration
  • Philanthropy

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Legal

  • Complex estate planning
  • Asset protection
  • Trusts
  • Corporate structures
  • Business wealth protection agreements
  • Planning through times of change,
    such as divorce or redundancy
  • Philanthropy

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Mortgage Broking

  • Loan structure
  • Being debt smart
  • Potential savings

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General Insurance

  • Appropriate cover
  • Best policy
  • Potential premium savings

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Finance

  • Personal loans
  • Business loans

A Voyager Wealth Management Adviser may call in extra support from our Professional Network if they need to, in order to deliver the result you require.

What others are saying

  • We had no concrete plan for transitioning to retirement and really no idea about how to put one in place. We were in the dark about our financial future into retirement and beyond. Sarah clarified for us exactly where we were and the actions we could take to solidify concrete plans to create a clear and bright financial future The way Sarah made things easy and simple and explained options we didn't know were available to us at this time in our life. For the first time in many, many years we felt excited about our financial future. We found Sarah refreshing to work with. She didn't sugar coat anything but it made it simple and easy to understand. We trust her implicitly and were impressed with her professionalism and passion for making a difference to peoples financials lives and futures Great to meet some-one so competent and passionate about what they do.
    Beth, Queensland

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