Superannuation & SMSF Advice
A Self-Managed Superannuation Fund (SMSF) gives flexibility, control and investment choice back to the investor over the management of their superannuation benefits.
PECUNIA Private Wealth Management can provide advice on Self – Managed Super Funds and assist you by helping develop strategies to enhance your wealth creation opportunities not otherwise available within an industry or retail superannuation providers.
Our Self – Managed Super Fund (SMSF) service offers the following:
Establishment of SMSF
Investment Strategy – review and implementation
Investment Advice and Opportunities
Strategic Advice
Trust Deed Review
Pension Planning
With access to some of Australia’s best strategic minds in this specialist arena PECUNIA Private Wealth Management takes the complexity out of the web and makes it easier and more compliant in one of Australia’s fastest growing areas of wealth management.
A Self-Managed Superannuation Fund (SMSF) gives flexibility, control and investment choice back to the investor over the management of their superannuation benefits.
PECUNIA Private Wealth Management can provide advice on Self-Managed Super Funds and assist you by helping develop strategies to enhance your wealth creation opportunities not otherwise available within an industry or retail superannuation providers.
SMSFs’ have become a popular way for some Australians to manage their retirement savings, however you need to make sure you consider whether it is the best option for you.
To discuss your concerns, needs, goals and objectives contact us today.
Michael Carlton
CEO & Senior Adviser
Michael Carlton, Director & Senior Adviser
PECUNIA Private Wealth Management is a privately owned advisory firm, with Michael Carlton (Director & Senior Adviser) having over 30 years’ experience in the Financial Services profession, working in both the Corporate and Private Sectors, most recently having worked with one of Australasia's leading providers of integrated financial services and accounting services as a Senior Financial Adviser (Private Wealth Manager).
Our Clients include;
• Doctors, Dentists, Medical Specialists and Allied Health Professionals;
• Business Owners, Business Leaders, Retirees and Accumulators;
• Individual and Corporate Trustees of Self - Managed Super Funds; and
• High Net Worth Individuals
Corporate Experience, Personal Approach:
Specialising in, Long Term Investment and Wealth Creation Strategic Planning, Investment Portfolio Advice and Management, Retirement Planning, Self - Managed Super Funds, Personal Risk Protection, Succession and Estate Planning, PECUNIA Private Wealth Management’s Director & Senior Adviser, Michael Carlton has earned a reputation for unwavering commitment to these clients based on the core principles of genuine client advocacy, quality advice, and the provision of personalised not corporatised service over many years, with a low client to adviser ratio and will not compromise on this.
Fee for Service Only
"The price is what you pay, the value is what you get..." Warren Buffett
• We are a Fee for Service Practice, so you know the exact cost before proceeding with any advice;
• We DO NOT accept Commissions, from our recommended products or services
PECUNIA Private Wealth Management provides these services to clients throughout the Eastern States of Australia, from Queensland right through to Tasmania and whilst also having a number of expat clients located overseas. Through the use of technology and with regular visitations all of these clients enjoy continued full access to Michael and the PECUNIA Private Wealth Management team.
Michael has completed the Diploma of Financial Planning, Masters of Applied Finance, is a Member of the Association of Financial Advisers (AFA), is a SMSF Association and is currently undertaking further post graduate studies.
We exist to provide personalised “Inspired Strategic Thinking Today For Your Future Tomorrows”.
Michael Carlton (AR: 239724) Carlton Family Trust ABN 51 283 954 577 t/a PECUNIA Private Wealth Management (CAR:1233485), are Authorised Representatives of Arrow Securities Group Pty Ltd ABN 30 165 731 144 AFSL No: 448218. Mascar Holdings Pty Ltd (Corporate Trustee) Carlton Family Trust registered Tax (Financial) Adviser 25869223.
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