Services
Superannuation & Retirement Planning
Blackstone Private wealth can develop superannuation strategies, including superannuation investment portfolios with varying risk and return levels.
When you retire, or if you are made redundant, you may be given funds requiring investment strategies and may therefore need the assistance of a financial adviser. The firm’s advisers can assist with the allocation of these funds and the most tax effective ways to save for retirement.
The help of an adviser at this point in your life will assist in meeting your goals for relaxation, security and peace of mind.
Managed Funds
The firm have access to a Wholesale recommended list that is actively managed and updated on a monthly basis of 200 funds, which spans across 35 fund managers both Australian and International fund managers. Our service provides clients with comprehensive up-to-date research reports that are easy to understand yet have the precise information to make an informed investment decision on investing into the desired market sector. We also have access to all Retail Funds across the Australian and International markets.
Gearing Strategies
Determination of whether gearing is appropriate is not only dependent on the level of income and strength of assets, but also the level of risk a client is prepared to take. Gearing should only be considered with the correct professional advice from an investment adviser. We also have structured products which enable investors to leverage the SMSF.
Quantum Investor Reports