Preeta N.'s Colleagues at Wealth Creation Advisors
Preeta N.'s Contact Details
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Wealth Creation Advisors
Preeta N.'s Company Details
Our firm believes in long term relationships with our clients, emphasising strategic financial planning. We are licensed through Apogee FP, with 2 CFP and Quality Advice accredited advisers in our practice & combined experience of over 30 years. Along with 4 support staff, they make a formidable team!We specialize in strategic planning for executives, high net worth individuals & business owners. Working with them to identify their financial objectives & once there is clarity in this, we structure their finances, investments & insurance portfolios so that their goals can be achieved. Our ultimate goal is helping them reach their short & long term financial goals through structured planning & implementation.Our company also advises a large number of Corporate Superannuation clients from both the HR and member's side. This includes advising on Employee Benefit Programs such as their Group Insurance and salary packaging. Our clients include large multi-national companies specializing in IT outsourcing.We also work with clients & their other professional advisers to ensure the right Estate Planning structures are in place. In our experience, while most people recognize the importance of protecting their assets and families in case of death, they do not take time out to document how these assets are divided when they pass away. Implementing an appropriate Estate Plan ensures tax effective distribution of assets built up over a lifetime and is easily done through documents like Wills, Trusts or Power of Attorney.