Gateway Partners provides comprehensive financial services to grow and manage wealth and protect it more effectively, whether you’re:
- a new investor looking to secure your future
- an experienced investor seeking to optimise your portfolio or minimise taxation
- looking for estate planning advice, or
- an executor, guardian or trustee seeking expert investment management services for an estate, trust or SMSF.
Asset Management
Clarify your investment portfolio and achieve your financial goals faster with expert advice.
Portfolio Manager
Manage investments easily with this simple, cost-effective and flexible service.
Superannuation
Make the right choice if you’re considering self managed superannuation.
Wills and Estate Planning
Protect your wealth, and loved ones, with informed advice and professional estate administration.
Taxation and Accounting
Maximise your pre and post retirement income with advice and administration services you can count on.
Trusts
Trusts can be established when you are alive or by provisions in your Will. Income tax law currently favours trusts established in your Will.
Within Wealth Management there is a team of specialists in the area of Self Managed Superannuation Funds (SMSF) who can assist the Trustees of those funds in the important role of ensuring that their investments meet the requirements of their SMSF Deed as well as it's Member's retirement needs.
