Pyrmont Wealth Management specialise in Lifestyle Financial Planning and Wealth Management and wherever possible we endeavour to provide all the solutions clients may need to facilitate their financial goals. However we realise that there certain areas of planning that we need to seek third party assistance with and as such we have partnered with many other professional providers to be able to assist clients with the following services:
Writing a will is often one of those things clients know they need to do, but often forget about or do not get around to completing. Creating a will should be of the upmost importance to ensure that your loved ones are cared for financially and that appropriate guardians can look after your children in the event of your death.
We can refer you to specialist will writing firms who are help in removing the hassle to ensure this important document is completed and appropriately stored
With our specialist property partners we can help you to find and purchase your ideal family home or investment property. We have partners that both develop and provide turnkey residential solutions as well as partners who provide a full concierge property finding and management service.
Should you prefer we also have partners that can assist with commercial property transactions and can assist in making these purchases in the most tax efficient manner.
Once you have found your ideal property we can help you to find the best mortgage deals available. We have partners that can assist with both domestic and expat mortgages for many countries in the world
From time to time you may need legal assistance. We have legal partners that can help with property and conveyancing issues as well as family lawyers that can help with complex family matters, prenuptial assistance and divorce
We work with specialist tax advisors to be able to offer tax advice for Hong Kong, the United Kingdom, the United States of America, Australia and France. Our network of tax specialists also extends to countries not mentioned.
Often in the course of our Lifestyle Financial Planning discussions clients will raise concerns about the direction of their careers. Perhaps they want to leave their current role and don’t know what to do next, or perhaps there is a barrier to getting that next promotion.
Our career coach partners can help you to solve these problems. A great coach can help you to visualise, develop and build a plan to achieve your career ambitions.