SproutNews logo

BV Tax Law’s New Financial Planning Service for High-Net-Worth individuals

BV Family Law has defied convention in the Financial Planning and Accounting market with the release of its new Financial planning service for high-net-worth individuals service. Further information can be found at https://www.bvtaxlaw.com.au/high-net-worth-financial-planning

Emu Plains, Australia – March 11, 2018 /PressCable/

Earlier this year, BV Family Law finally announced the beginning of its new Financial planning service for high-net-worth individuals service, which has been in development since January 2018. The main aim is to give high income families and individuals more effective suggestions for their wealth management…. but it does so, with a difference.

To find out more about the BV Financial Planning high-wealth service, visit https://www.bvtaxlaw.com.au

Donna Carson, Client Relations at BV Financial , says: “We wanted to try something new with this Financial planning service for high-net-worth individuals service. Anyone familiar with the Financial Planning and Accounting market will probably have noticed how everyone else seems to focus on providing one size fits all investments. This is not what successful people want and need. This is a problem because you have worked hard for your financial success. The idea is to keep it in the family. Truly wealthy families are now thinking long-term for the best ways to maintain their money as well as other possessions in the family for generations ahead..”

So as a welcome breath of fresh air, BV Financial will instead allow anybody to use several of the business methods used by the top 1% of wealthy families in Australia. The goal is to preserve household riches into the next generation.

BV Financial Planning has offices throughout NSW, VIC and QLD, and is a part of the successful BV Tax Law Australia group. The boutique advisory firm chose to make this move in the the high-wealth market because most investments, such as self managed superannuation (SMSF) don’t allow efficient ways for high wealth families to transfer or distribute income and wealth assets such as property, businesses and cash throughout the family network

Donna Carson also said “We want to give our wealthier customers more options. With our new Financial planning service for high-net-worth individuals and families, they have a fresh new possibility. We want them to feel comfortable that their wealth and financial assets are working hard and safely to build a long-term legacy when using our service. Trying something new is always a risk, but it’s a risk we believe is worth taking.”

BV Family Law has been in business for for the past eighteen years and is one of the nation’s oldest investment consultatory firms, being established in 1998. Since day 1 it has always aimed to provide complete financial management of all insurance and investments for high income earners around Australia.

The new Financial planning service for high-net-worth individuals service is set to launch the high-net-worth wealth service has already launched in Sydney, Melbourne and Brisbane. To find out more about the service and BV Financial Planning, it’s possible to visit https://www.bvtaxlaw.com.au

Contact Info:
Name: Donna Carson
Organization: BV Financial Planning Australia
Address: 291A Great Western Highway, Emu Plains, NSW 2750, Australia
Phone: +61-2-4735-5854

For more information, please visit https://www.bvtaxlaw.com.au

Source: PressCable

Release ID: 312013

Go Top