Grow With Wise Wealth Partners
We have helped hundreds of Accountants in all Australian states to strengthen their
relationship with their clients and grow their business.
Grow With Wise Wealth Partners
We have helped hundreds of Accountants in all Australian states to strengthen their relationship with their clients and grow their business.
Why Wealth Education
Save More Tax
Planning for tax prior to June 30th is essential, with real value discovered in capital gains tax on business and personal assets, land tax liability, and tax on retirement income streams and GST.
This is based on future discussions about wealth accumulation and exit strategies.
This results in business structuring and complex tax advice that allows your clients to establish valuable multiple structures to help them save tax in the long term
Build Financial Freedom
It is all about wealth building sequencing.
Wealth creation happens in three phases: start, growth, and income. Each phase needs different investment strategies and asset structures.
To achieve financial freedom (passive income) before age 60 requires a different approach than after age 60.
We will reverse engineer your ultimate passive income goal and create a wealth-building plan tailored to your current situation.
Mitigate All Risks
They are three main type risk:
Personal risk (Income, debt, asset protection).
Business risk (Business cash flow, creditors and partners)
Wealth transfer risk (dependents, inter-dependents, estate planning)
This is to ensure their wealth can be truly persevere and transferred.
Why Wealth Education
Save More Tax
Planning for tax prior to June 30th is essential, with real value discovered in capital gains tax on business and personal assets, land tax liability, and tax on retirement income streams and GST.
This is based on future discussions about wealth accumulation and exit strategies.
This results in business structuring and complex tax advice that allows your clients to establish valuable multiple structures to help them save tax in the long term
Build Financial Freedom
It is all about wealth building sequencing.
Wealth creation happens in three phases: start, growth, and income. Each phase needs different investment strategies and asset structures.
To achieve financial freedom (passive income) before age 60 requires a different approach than after age 60.
We will reverse engineer your ultimate passive income goal and create a wealth-building plan tailored to your current situation.
Mitigate All Risks
They are three main type risk:
Personal risk (Income, debt, asset protection).
Business risk (Business cash flow, creditors and partners)
Wealth transfer risk (dependents, inter-dependents, estate planning)
This is to ensure their wealth can be truly persevere and transferred.
Why Partner with Us
Diversify your offering
We’ll provide the training and support to extend your business offering, your client will on longer need to seek advice elsewhere but kept them all within your control
Once to model formed, we then negotiate to get the best deals in the best opportunities available to them and save them money.
Strengthen your relationship
Your clients will be treated like family from the moment they step into our world. We will support them from A to Z.
You will have access to our panel of experts and market research, and receive education, private support, and training all year round.
Empower Wealth Education
You will keep doing what you do best, which is accounting, tax, and advice.
We will take care of wealth education to ensure your clients achieving their highest potential, eventually enjoy their freedom for their hard marking money are working for them.
120+
Partnered with over 120 Firms
20+
Years Expertise (combined wealth experience)
2000+
clients (Impacted thousands of Australians since 2002)
Tony Lee
Lee and Lee Accountants
"For someone who already has a portfolio of $20m investment and
property tax specialist.
The wealth education has completed shifted the mindset of our clients
which allow us to add so much more value to our clients.
Now our clients have a more leveraged model towards their future passive income"
John Stankevicius
Jonas associates
"Thanks to their comprehensive training and support, we've been able to
strengthen our client relationships and expand our business.
Their services have allowed us to focus on accounting and tax advice.
It's been a game-changer for us!"
David Cooper
Certum accountants
"They've provided invaluable support, allowing us to extend our business
offerings without additional licensing hassles.
Now, our clients turn to us for all their financial advice, and we maintain
full ownership of our client relationships. Highly recommend!"
Tony Lee
Lee and Lee Accountants
"For someone who already has a portfolio of $20m investment and
property tax specialist.
The wealth education has completed shifted the mindset of our clients
which allow us to add so much more value to our clients.
Now our clients have a more leveraged model towards their future passive income"
John Stankevicius
Jonas associates
"Thanks to their comprehensive training and support, we've been able to
strengthen our client relationships and expand our business.
Their services have allowed us to focus on accounting and tax advice.
It's been a game-changer for us!"
David Cooper
Certum accountants
"They've provided invaluable support, allowing us to extend our business
offerings without additional licensing hassles.
Now, our clients turn to us for all their financial advice, and we maintain
full ownership of our client relationships. Highly recommend!"
What We Do
Debt Reduction
Achieve lifestyle goals
Leverage Finance
Build wealth portfolio
Achieve Early Retirement
Protect risk and asset
What We Do
Debt Reduction
Achieve lifestyle goals
Leverage Finance
Build wealth portfolio
Achieve Early Retirement
Protect risk and asset
Working with us is simple
Working with us is simple
STEP 1
Prioritise Education
(By WWP)
We love sharing our research and knowledge so you can make the best decision for you. It all starts with education. Knowledge is power. Action is key
STEP 2
Wealth modelling
(By WWP and/or Accountant)
We leverage our cash flow, structure, and wealth modelling to ensure you are set for lasting wealth building, and to mitigate downside risk through cash flow and asset protection with preditablity.
STEP 3
Active Implementation
(with accountant)
We help you centralise your decision-making framework so each expert can work together cohesively to maximise value, rather than focusing on individual interests. Our client success team will act in your best interest to liaise with all implementation-related work
STEP 4
Continues support Prioritise Education
(By WWP and/or Accountant)
Implementing a strategy is just the start of the journey. The market and your situation will continue to evolve as your wealth grows. Instead of paying a high ongoing fee, you will have free access to our support and occasional ad hoc advice as needed as your situation changes
FAQ
Who owns the clients
How do you protect my client’s privacy
How does engagement process works with my clients
STEP 1
Prioritise Education
(By WWP)
We love sharing our research and knowledge so you can make the best decision for you. It all starts with education. Knowledge is power. Action is key
STEP 2
Wealth modelling
(By WWP and/or Accountant)
We leverage our cash flow, structure, and wealth modelling to ensure you are set for lasting wealth building, and to mitigate downside risk through cash flow and asset protection with preditablity.
STEP 3
Active Implementation
(with accountant)
We help you centralise your decision-making framework so each expert can work together cohesively to maximise value, rather than focusing on individual interests. Our client success team will act in your best interest to liaise with all implementation-related work
STEP 4
Continues support Prioritise Education
(By WWP and/or Accountant)
Implementing a strategy is just the start of the journey. The market and your situation will continue to evolve as your wealth grows. Instead of paying a high ongoing fee, you will have free access to our support and occasional ad hoc advice as needed as your situation changes
FAQ
Who owns the clients
How do you protect my client’s privacy
How does engagement process works with my clients
©2024 Wise Wealth Partners