What We Do
What We Do
Wealth-Preservation was founded in 1992 by Senior Adviser – David Hasib. “We are driven to create a result orientated, relationship-focussed wealth advisory firm based on integrity & ethics that delivers exceptional, personalised advice that is valued by clients Nationally. We specialise in strategy-based advice relating to wealth creation & management, superannuation & asset protection.
By focusing on our clients’ long-term success, taking the time to understand their unique circumstances and providing advice that is proactive, commercial and holistic, we aim to have a true partnership with our clients.
Wealth-Preservation has earned its reputation as a privately owned and focussed alternative to the institutionalised controlled firms. Our advice excellence is a given. What sets Wealth-Preservation apart is that we solve problems and deliver results our competitors find it hard to.”
Services
Services
Asset Protection and Investments
We will define and implement an investment strategy that is in line with your goals, objectives, preferences and parameters, and help build and protect your family’s wealth. We also provide an on-going research and management to ensure that your asset allocation is maintained.
Family Governance
Our firm is built around the whole of the family. We will provide education, planning and coaching to you and your extended family to ensure your strategy is understood, and your legacy is a joint, informed & intentional effort.
Tax Planning & Management Strategies
Using our specialists or working with your current tax advisers, we ensure that your tax strategy compliments your overarching wealth management strategy, while ensuring that any beneficiaries are mentored to understand your tax and investment strategy.
Estate / Legacy Planning
We understand how important it is to leave a strong and robust legacy. We offer a whole of family service, supporting the extended needs of our client’s families; providing services to educate, advise and facilitate wealth transfer across generations including Estate Planning.
Relationships
Relationships are the key
Navigating the financial maze takes more time, knowledge and confidence than the average Australian is able to muster or commit to and yet mastering this realm is an absolute essential task if we are to secure our financial position.
Contact
Contact
Call Us
1300 99 77 34
Email Us
Office Locations
Sydney (City & Chatswood)
Melbourne
Brisbane