Wealth

Specialised expert advice for high net worth individuals and their families, professionals and business owners. Attaining wealth doesn’t just happen – it’s the result of a well executed plan.

We offer you guidance and support that contribute to seamlessly combining the essential financial areas of your life.

The benefits of wealth planning to you include:

  • The peace-of-mind that your financial affairs are coordinated by a single, trusted adviser supported by a team of experts in their own fields of finance, tax, property, and the law that more appropriately matches your risk and goals.
  • Confirming your investment or business structures are in place to ensure the appropriate mix of commercial and taxation outcomes.
  • Providing tailored taxation and superannuation strategies and outcomes.
  • Providing financial security for your family and assets through an estate plan prepared for the unexpected and the inevitable.
  • Ensuring appropriate succession planning and/or exit strategies for your business to maximise the value of your life’s work.
  • Freeing up your time so you can focus on your business, your life, your family and your passions.

We are specialised in: PROPERTY INVESTMENT PLANNING & FINANCIAL PLANNING

PROPERTY INVESTMENT PLANNING

Property has become an increasingly popular investment vehicle among Australians seeking to create a secure future fund.

At Sancorp, we understand that buying your First Home or your Investment Homes is a major decision. Either your goal is to aim for a strong Capital Growth of your property in the next 2, 5, 10 years or to maximise the Cashflow of your investment property or both, our Property Specialists who have been experienced in the property industry for over 13 years will make sure you get the right property for your certain goal.

We love real estate with good reason.

Residential housing has proven to be one of the most reliable and consistent investment throughout our nation’s history. Not only has it outperformed traditional superannuation structures, cash investments and shares, it’s also demonstrated far less volatility than all other asset classes.

But not all property investments are created equal.

Some dwellings will generate good Cashflow and exceptional Capital Gains, others will deliver far more of one in lieu of the other and others still have the potential to place undesirable drains on both your Cashflow and overall Equity position.Thus, how do you find a property that ticks all the right boxes? The answer is in the asset selection process.

Picking a quality property investment is more than just a numbers game.

You need to undertake the necessary research to ensure you select and purchase a property investment at the optimal price, the optimal time and in the optimal structure, in accordance with a carefully planned strategy based on your investment objectives.

How do you manage to do this?

At Sancorp we’ve been undertaking this process on behalf of clients for some time. Years of combined industry knowledge of Sancorp specialists allow property’s dedicated research department to analyse market and economic trends and assist investors in sourcing quality housing assets, located in carefully identified growth areas. Quite simply, Sancorp enables clients to make educated investment decisions based on our calculated, common sense approach to property research.

If you’ve been thinking about buying your First home or an Investment property, but feel uncertain as to where you should start, Sancorp can help by providing a tried and tested investment blueprint that will set you up to achieve financial freedom for life.

FINANCIAL PLANNING

Our network of Financial Advisers know that everyone’s goals are different. They monitor the performance, and fees and charges, of your savings, investments and super to provide you with simplified solutions, straight up.

Our financial adviser networks are specialists in:

Debt Deduction

At Sancorp, you can work with a Financial Adviser to help assess your budget and work towards reducing debt. We offer assistance in limiting tax liabilities and maximising savings by organising your finances effectively and helping you to work towards long-term financial goals.

Financial Planning

Good financial advice is all about making the most of life, helping you visualise what you want to achieve, and setting the financial strategies to help you reach them.

Whether you’re interested in budgeting and saving, superannuation and investing, insurance, or you are planning for life after work, our network of Financial Advisers can help you with ongoing advice and services, individually tailored to secure your financial needs.

Self Managed Superannuation Funds

Self-Managed Superannuation Funds (SMSF) are funds with up to four members that provide the opportunity to maximise your retirement income. SMSFs can offer greater control over investments, better tax efficiency, enhanced flexibility, cost savings and the ability to structure a tax effective estate-planning tool.

Our network of Financial Advisers can make the process of establishing and managing an SMSF simple. With an extensive knowledge of investment and insurance products, our advisers can guide and educate you in how to achieve your financial goals with effective wealth management strategies and investment solutions.

Superannuation

Superannuation is a savings fund set aside throughout your working life to provide for your retirement. Funds can also provide benefits in the event of death, illness or accidents, but it’s best to speak with a Financial Adviser regarding the extent of these payments in line with your financial needs.

Wealth Protection

Wealth protection incorporates a variety of insurance products to protect you, and the wealth you’ve generated. Types of insurance vary depending on your assets and personal circumstances, and can be evaluated with the assistance of a Financial Adviser.