Services
We offer clients holistic financial advice and investment management services across a range of disciplines.
Westwood Group is an expert in providing solutions to the complexities faced by busy professionals, executives and SME owners.
Using the diverse expertise and experience of our staff, as well as an external professional deliverables team, we provide smart solutions across a range of areas including superannuation, structuring, tax, law, project management, investment solutions, management, debt and insurance.
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Financial Advice
- Superannuation
- Structuring
- Retirement planning
- Wealth creation
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Investment Management
- Bespoke investment portfolios tailored to your individual requirements
- Investment Committee led decision making combining quantitative and qualitative factors
- Full transparency, regular communication and direct access to your accounts
- Management of administrative tasks, reporting and correspondence related to your portfolio
- For more information, see our Introduction Booklet
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Tax & Accounting
- Personal tax returns
- Company and family trust tax returns and financial statements
- SMSF tax returns, financials and auditing
- Private Ancillary Funds (PAF) tax returns, financials and auditing
- For more information: Connectus Accountants
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Self-Managed Superannuation Specialists
- Establishment and ongoing support of SMSFs
- Technical advice
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Philanthropy & Charitable giving
- Advice around establishing foundations (PAFs)
- Ongoing management
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Project Management
- Estate planning
- Insurances
- Lending and debt management
Experience true advice
Contact Westwood Group today and ask to speak to one of our financial advisers about our premium wealth management services.
If you'd just like a quick chat, please feel free to call us.