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WEALTH MANAGEMENT

We always recommend that our clients take a very active interest in their superannuation and investments. Superannuation planning can provide a powerful tool in your retirement plans. Hillard O’Donnell & Associates has formed a joint venture with Akambo Private Wealth to provide our clients with a complete superannuation and investment advice service.

This service operates under the banner of Hillard O’Donnell Wealth Management in Ivanhoe. Together we can put in place a targeted strategy to provide you with a comprehensive retirement plan that not only concentrates on solid investment returns but also assists in navigating you through the complicated legislation and compliance requirements. A Self-Managed Superannuation Fund (SMSF) is often utilised as the vehicle for retirement planning due to the many taxation and structural benefits that these can provide.

Our Private Client Service
Hillard O’Donnell Wealth Management’s Private Client Service offers clients innovative and personal solutions via high quality investment products.

The services for Wealth Management in Ivanhoe include:

  • Assessment of current situation
  • Clear and concise statement of advice
  • Implementation of agreed strategies
  • Pro-active profile review
  • Ongoing evaluation and advice
  • Active participation on corporate actions