Asset Structuring

How you choose to hold your assets is critical to the overall tax that you will play, as well as your asset-protection plans if you are a business owner or in an exposed position. It’s often the case that which structure you own assets can be more important than the asset itself. 

We’re experts in understanding your financial situation and providing guidance on how assets should best be owned, whether individually, jointly, through a trust / company or within your superannuation fund.


Why Northeast Wealth?

Fee for service

Your outcomes are our outcomes. We’re ‘all in’ to make sure that you achieve the big goals you’ve set for yourself.

Designed for you

We are experienced at studying your financial life and making sure all your hard-earned dollars go to work for you.

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control

It’s your journey. We won’t bark orders – we listen to what you’re looking to achieve and then make intelligent recommendations to help you get there.

Start your journey with us today.

Get in touch via the form below, or book in a time to call. We look forward to hearing from you.

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How to make decisions when you're stuck.

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How to jetpack your financial progress.

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Advice

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Getting a good job that pays good money.

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Latest thoughts & resources.

We pride ourselves on our relational and educational approach to our work. Find updates and thoughts from the Northeast Wealth team.

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