Case Study: Downsizing, business exit, inheritance and more
In this episode, Stuart Wemyss unpacks a real-life case study covering downsizing, business exits, and inheritance. The client initially received fragmented advice, leading to confusion and inefficiencies in their financial strategy.
Through our integrated approach, we optimised their SMSF investments, streamlined portfolios, and strategically sold underperforming assets. With proactive business restructuring and astute estate planning, we achieved substantial tax savings.
In just 2.5 years, our collaborative efforts spanned business advice, portfolio management, tax structuring, and property guidance. This holistic approach highlights the value of a unified advisory team.
Join Stuart as he simplifies financial planning, showcasing the transformative power of integrated guidance across disciplines. This episode illustrates how synergy can unlock significant value for clients.
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Work with Stuart's team: At ProSolution Private Clients we encourage clients to adopt a holistic and evidence-based approach when making financial decisions. To accomplish this, our multidisciplinary team of experts collaborate extensively on behalf of our clients, ensuring thorough exploration of all potential opportunities. This collaborative method enhances the value we deliver to our clients. Visit: https://prosolution.com.au.
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